Next Level Wealth Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Next Level Wealth Planning's XLV Position: Q3 2026 in Review
Next Level Wealth Planning opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,168 shares worth $197K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings. This is a return to the name: Next Level Wealth Planning previously reported a position in XLV as recently as Q1 2025.
Next Level Wealth Planning first reported a position in XLV in Q1 2025 and has held it in 2 quarters since. The position peaked at $205K in Q1 2025. 1,191 funds tracked by Wall St. Rank hold XLV as of Q3 2026.
- Next Level Wealth Planning held 1,168 shares of State Street Health Care Select Sector SPDR ETF worth $197K as of Q3 2026.
- State Street Health Care Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
- State Street Health Care Select Sector SPDR ETF made up 0.08% of Next Level Wealth Planning's portfolio in Q3 2026, its #73 holding.
- Next Level Wealth Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
- Next Level Wealth Planning's State Street Health Care Select Sector SPDR ETF position peaked at $205K in Q1 2025.
- 1,191 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.
Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.