Northstar Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Northstar Advisory 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	-13,599	Closed	-$2.11M	–	137
2025 Q4	$2.11M	Buy	+13,599	New	+$2.04M	0.75%	36
2025 Q3	–	Sell	-26,270	Closed	-$3.54M	–	122
2025 Q2	$3.54M	Buy	26,270 +11,709	+80%	+$1.58M	1.73%	15
2025 Q1	$2.13M	Buy	14,561 +1,073	+8%	+$156K	1.39%	24
2024 Q4	$1.86M	Sell	13,488 -20,240	-60%	-$2.96M	0.94%	33
2024 Q3	$5.19M	Buy	33,728 +27,553	+446%	+$4.18M	2.7%	9
2024 Q2	$900K	Sell	6,175 -219	-3%	-$31.4K	0.52%	43
2024 Q1	$916K	Sell	6,394 -36,941	-85%	-$5.3M	0.55%	42
2023 Q4	$5.91M	Sell	43,335 -9,589	-18%	-$1.25M	3.51%	8
2023 Q3	$6.81M	Sell	52,924 -19,747	-27%	-$2.62M	4.96%	5
2023 Q2	$9.65M	Buy	72,671 +44,749	+160%	+$5.9M	6.31%	1
2023 Q1	$3.61M	Buy	+27,922	New	+$3.65M	2.7%	8
2022 Q3	–	Sell	-2,242	Closed	-$288K	–	98
2022 Q2	$288K	Sell	2,242 -44,704	-95%	-$5.86M	0.21%	63
2022 Q1	$6.43M	Sell	46,946 -4,945	-10%	-$655K	4.14%	7
2021 Q4	$7.31M	Buy	+51,891	New	+$6.89M	4.33%	5
2021 Q3	–	Sell	-84,503	Closed	-$10.6M	–	142
2021 Q2	$10.6M	Buy	84,503 +39,751	+89%	+$4.87M	6.65%	2
2021 Q1	$5.22M	Buy	44,752 +2,817	+7%	+$325K	3.99%	5
2020 Q4	$4.76M	Buy	+41,935	New	+$4.58M	3.99%	6

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

Northstar Advisory Group's XLV Position: Q1 2026 in Review

Northstar Advisory Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 13,599 shares — an estimated $2.11M sold.

Northstar Advisory Group first reported a position in XLV in Q4 2020 and held it in 17 quarters. The position peaked at $10.6M in Q2 2021. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Northstar Advisory Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Northstar Advisory Group sold 13,599 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.11M.
Northstar Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 17 quarters.
Northstar Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $10.6M in Q2 2021.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.