Morse Asset 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
2026
Q1
$150K Sell
1,025
-25
-2% -$3.86K 0.03% 163
2025
Q4
$163K Buy
1,050
+800
+320% +$120K 0.03% 159
2025
Q3
$34.8K Hold
250
0.01% 216
2025
Q2
$33.7K Hold
250
0.01% 219
2025
Q1
$36.5K Sell
250
-50
-17% -$7.26K 0.01% 203
2024
Q4
$41.3K Hold
300
0.01% 213
2024
Q3
$46.2K Buy
+300
New +$45.5K 0.01% 224

Other funds holding XLV

Morse Asset Management's XLV Position: Q1 2026 in Review

Morse Asset Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q1 2026, selling an estimated $3.86K and leaving 1,025 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #163.

Morse Asset Management first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Morse Asset Management held 1,025 shares of State Street Health Care Select Sector SPDR ETF worth $150K as of Q1 2026.
  • Morse Asset Management sold 25 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.86K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Morse Asset Management's portfolio in Q1 2026, its #163 holding.
  • Morse Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $163K in Q4 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.