NW
XLV icon

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

NewEdge Wealth’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 		$2.71M Buy
18,501
+1,681
+10% +$259K 0.03% 350
2025
Q4 		$2.6M Sell
16,820
-134
-0.8% -$20.1K 0.03% 386
2025
Q3 		$2.47M Sell
16,954
-82
-0.5% -$11.1K 0.04% 339
2025
Q2 		$2.2M Sell
17,036
-38
-0.2% -$5.13K 0.03% 361
2025
Q1 		$2.49M Sell
17,074
-3,708
-18% -$539K 0.05% 307
2024
Q4 		$2.86M Sell
20,782
-773
-4% -$113K 0.05% 287
2024
Q3 		$3.32M Sell
21,555
-45,546
-68% -$6.9M 0.06% 272
2024
Q2 		$9.78M Buy
67,101
+313
+0.5% +$44.9K 0.21% 108
2024
Q1 		$9.38M Buy
66,788
+3,800
+6% +$545K 0.21% 112
2023
Q4 		$8.59M Sell
62,988
-475
-0.7% -$61.8K 0.22% 108
2023
Q3 		$8.17M Buy
63,463
+4,617
+8% +$613K 0.26% 102
2023
Q2 		$7.81M Sell
58,846
-122,107
-67% -$16.1M 0.26% 101
2023
Q1 		$23.4M Buy
180,953
+126,676
+233% +$16.5M 0.89% 21
2022
Q4 		$7.37M Buy
54,277
+9,197
+20% +$1.22M 0.32% 90
2022
Q3 		$5.46M Buy
45,080
+33,553
+291% +$4.32M 0.26% 96
2022
Q2 		$1.48M Sell
11,527
-16
-0.1% -$2.1K 0.07% 228
2022
Q1 		$1.58M Sell
11,543
-5,077
-31% -$672K 0.07% 181
2021
Q4 		$2.34M Buy
16,620
+11,698
+238% +$1.55M 0.1% 157
2021
Q3 		$627K Buy
4,922
+23
+0.5% +$3.04K 0.04% 210
2021
Q2 		$617K Buy
4,899
+260
+6% +$31.9K 0.05% 202
2021
Q1 		$542K Buy
+4,639
New +$535K 0.05% 213

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NewEdge Wealth's XLV Position: Q1 2026 in Review

NewEdge Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q1 2026, buying an estimated $259K and bringing the position to 18,501 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #350.

NewEdge Wealth first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. The position peaked at $23.4M in Q1 2023. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • NewEdge Wealth held 18,501 shares of State Street Health Care Select Sector SPDR ETF worth $2.71M as of Q1 2026.
  • NewEdge Wealth bought 1,681 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $259K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #350 holding.
  • NewEdge Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $23.4M in Q1 2023.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.