New Harbor Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

New Harbor Financial 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	-96,368	Closed	-$14.9M	–	67
2025 Q4	$14.9M	Buy	+96,368	New	+$14.4M	2.73%	17
2024 Q4	–	Sell	-71,191	Closed	-$11M	–	85
2024 Q3	$11M	Buy	71,191 +9,992	+16%	+$1.51M	2.81%	17
2024 Q2	$8.92M	Buy	61,199 +4,021	+7%	+$577K	2.69%	15
2024 Q1	$8.45M	Buy	+57,178	New	+$8.2M	2.69%	15

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

New Harbor Financial Group's XLV Position: Q1 2026 in Review

New Harbor Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 96,368 shares — an estimated $14.9M sold.

New Harbor Financial Group first reported a position in XLV in Q1 2024 and held it in 4 quarters. The position peaked at $14.9M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

New Harbor Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
New Harbor Financial Group sold 96,368 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $14.9M.
New Harbor Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
New Harbor Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $14.9M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on New Harbor Financial Group's 13F filing for Q1 2026, filed 5 May 2026.