Nalls Sherbakoff Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Nalls Sherbakoff Group’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	–	Sell	-175	Closed	-$27.1K	–	449
2025 Q4	$27.1K	Hold	175	–	–	0.02%	254
2025 Q3	$24.4K	Hold	175	–	–	0.02%	264
2025 Q2	$23.6K	Hold	175	–	–	0.02%	260
2025 Q1	$25.6K	Buy	+175	New	+$25.4K	0.02%	230
2023 Q4	$23.9K	Hold	175	–	–	0.02%	221
2023 Q3	$22.5K	Hold	175	–	–	0.02%	219
2023 Q2	$22.4K	Hold	175	–	–	0.02%	215
2023 Q1	$22.4K	Buy	+175	New	+$22.9K	0.02%	219
2018 Q4	$43K	Buy	+497	New	+$45K	0.07%	154

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Nalls Sherbakoff Group's XLV Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 175 shares — an estimated $27.1K sold.

Nalls Sherbakoff Group first reported a position in XLV in Q4 2018 and held it in 9 quarters. The position peaked at $43K in Q4 2018. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Nalls Sherbakoff Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 175 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $27.1K.
Nalls Sherbakoff Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Nalls Sherbakoff Group's State Street Health Care Select Sector SPDR ETF position peaked at $43K in Q4 2018.
1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.