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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$456K Buy
2,938
+4
+0.1% +$599 0.13% 133
2025
Q3
$404K Sell
2,934
-572
-16% -$77.4K 0.11% 150
2025
Q2
$471K Sell
3,506
-580
-14% -$78.3K 0.16% 127
2025
Q1
$593K Buy
4,086
+147
+4% +$21.4K 0.21% 106
2024
Q4
$541K Buy
3,939
+1
+0% +$146 0.17% 107
2024
Q3
$604K Hold
3,938
0.22% 98
2024
Q2
$582K Buy
3,938
+2
+0.1% +$287 0.22% 104
2024
Q1
$581K Buy
3,936
+1
+0% +$143 0.24% 101
2023
Q4
$537K Buy
+3,935
New +$512K 0.27% 104

Other funds holding XLV

MGB Wealth Management's XLV Position: Q4 2025 in Review

MGB Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.14% in Q4 2025, buying an estimated $599 and bringing the position to 2,938 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #133.

MGB Wealth Management first reported a position in XLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $604K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • MGB Wealth Management held 2,938 shares of State Street Health Care Select Sector SPDR ETF worth $456K as of Q4 2025.
  • MGB Wealth Management bought 4 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $599.
  • State Street Health Care Select Sector SPDR ETF made up 0.13% of MGB Wealth Management's portfolio in Q4 2025, its #133 holding.
  • MGB Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $604K in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.