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

Paladin 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
2023 Q1	–	Sell	-373	Closed	-$50.7K	–	527
2022 Q4	$50.7K	Hold	373	–	–	0.04%	153
2022 Q3	$45K	Hold	373	–	–	0.04%	160
2022 Q2	$47K	Buy	+373	New	+$48.9K	0.04%	164
2022 Q1	–	Sell	-373	Closed	-$52K	–	547
2021 Q4	$52K	Buy	+373	New	+$49.5K	0.04%	172

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

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

Paladin Advisory Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 373 shares worth $54.7K. The position accounts for 0.04% of the portfolio, ranked #145.

Paladin Advisory Group first reported a position in XLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $57.7K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Paladin Advisory Group held 373 shares of State Street Health Care Select Sector SPDR ETF worth $54.7K as of Q1 2026.
Paladin Advisory Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Paladin Advisory Group's portfolio in Q1 2026, its #145 holding.
Paladin Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $57.7K 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 Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.