Meridian Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Meridian Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8M	Buy	54,541 +25,952	+91%	+$4M	0.28%	74
2025 Q4	$4.43M	Buy	28,589 +1,550	+6%	+$232K	0.16%	117
2025 Q3	$3.76M	Buy	27,039 +8	+0%	+$1.08K	0.14%	140
2025 Q2	$3.64M	Sell	27,031 -663	-2%	-$89.5K	0.16%	137
2025 Q1	$4.04M	Sell	27,694 -574	-2%	-$83.4K	0.2%	117
2024 Q4	$3.89M	Buy	28,268 +118	+0.4%	+$17.3K	0.18%	122
2024 Q3	$4.33M	Buy	28,150 +128	+0.5%	+$19.4K	0.21%	106
2024 Q2	$4.08M	Buy	+28,022	New	+$4.02M	0.49%	49
2024 Q1	–	Sell	-28,296	Closed	-$3.86M	–	588
2023 Q4	$3.86M	Sell	28,296 -3,057	-10%	-$398K	0.25%	89
2023 Q3	$4.04M	Buy	31,353 +255	+0.8%	+$33.9K	0.25%	86
2023 Q2	$4.13M	Sell	31,098 -444	-1%	-$58.5K	0.35%	61
2023 Q1	$4.08M	Buy	31,542 +325	+1%	+$42.5K	0.36%	64
2022 Q4	$4.24M	Sell	31,217 -232	-0.7%	-$30.7K	0.42%	53
2022 Q3	$3.81M	Sell	31,449 -487	-2%	-$62.7K	0.41%	50
2022 Q2	$4.09M	Buy	31,936 +1,137	+4%	+$149K	0.34%	74
2022 Q1	$4.22M	Sell	30,799 -538	-2%	-$71.2K	0.46%	42
2021 Q4	$4.42M	Buy	31,337 +279	+0.9%	+$37K	0.47%	40
2021 Q3	$3.95M	Buy	31,058 +3	+0%	+$396	0.49%	38
2021 Q2	$3.91M	Buy	31,055 +87	+0.3%	+$10.7K	0.5%	39
2021 Q1	$3.62M	Buy	30,968 +1,010	+3%	+$117K	0.53%	38
2020 Q4	$3.4M	Buy	29,958 +27,464	+1,101%	+$3M	0.54%	38
2020 Q3	$263K	Sell	2,494 -563	-18%	-$59.3K	0.06%	205
2020 Q2	$305K	Sell	3,057 -4,522	-60%	-$446K	0.1%	160
2020 Q1	$671K	Buy	+7,579	New	+$736K	0.3%	74
2019 Q3	–	Sell	-286	Closed	-$265	–	515
2019 Q2	$265	Buy	+286	New	+$25.7K	0.01%	486

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Meridian Wealth Management's XLV Position: Q1 2026 in Review

Meridian Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 91% in Q1 2026, buying an estimated $4M and bringing the position to 54,541 shares worth $8M. The position accounts for 0.28% of the portfolio, ranked #74.

Meridian Wealth Management first reported a position in XLV in Q2 2019 and has held it in 25 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Meridian Wealth Management held 54,541 shares of State Street Health Care Select Sector SPDR ETF worth $8M as of Q1 2026.
Meridian Wealth Management bought 25,952 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4M.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Meridian Wealth Management's portfolio in Q1 2026, its #74 holding.
Meridian Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 25 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.