Modern Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Modern Wealth Management's XLV Position: Q1 2026 in Review
Modern Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q1 2026, selling an estimated $695K and leaving 7,201 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #411.
Modern Wealth Management first reported a position in XLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q3 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Modern Wealth Management held 7,201 shares of State Street Health Care Select Sector SPDR ETF worth $1.06M as of Q1 2026.
- Modern Wealth Management sold 4,504 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $695K.
- State Street Health Care Select Sector SPDR ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #411 holding.
- Modern Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
- Modern Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11.6M in Q3 2025.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.