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

Navigoe 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	–	Sell	-19	Closed	-$2K	–	273
2025 Q4	$2K	Hold	19	–	–	﹤0.01%	222
2025 Q3	$2K	Buy	19 +7	+58%	+$947	﹤0.01%	219
2025 Q2	$1K	Hold	12	–	–	﹤0.01%	167
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	160
2024 Q4	$1K	Buy	+12	New	+$1.76K	﹤0.01%	159

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 22.9% 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

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

Navigoe Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 19 shares — an estimated $2K sold.

Navigoe Wealth Management first reported a position in XLV in Q4 2024 and held it in 5 quarters. The position peaked at $2K in Q4 2025. 1,821 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Navigoe Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Navigoe Wealth Management sold 19 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2K.
Navigoe Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Navigoe Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2K in Q4 2025.
1,821 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.