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Personal CFO Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Personal CFO Solutions’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 		$927K Buy
6,326
+62
+1% +$9.56K 0.13% 137
2025
Q4 		$970K Sell
6,264
-91
-1% -$13.6K 0.15% 130
2025
Q3 		$884K Buy
+6,355
New +$860K 0.16% 130
2025
Q2 		– Sell
-7,781
Closed -$1.14M – 516
2025
Q1 		$1.14M Buy
+7,781
New +$1.13M 0.23% 87
2024
Q4 		– Sell
-6,102
Closed -$940K – 624
2024
Q3 		$940K Buy
6,102
+455
+8% +$69K 0.13% 152
2024
Q2 		$823K Sell
5,647
-141
-2% -$20.2K 0.13% 156
2024
Q1 		$855K Sell
5,788
-1,238
-18% -$178K 0.13% 150
2023
Q4 		$958K Buy
+7,026
New +$914K 0.17% 125
2023
Q1 		– Sell
-11,328
Closed -$1.54M – 513
2022
Q4 		$1.54M Buy
+11,328
New +$1.5M 0.33% 62
2022
Q2 		– Sell
-9,495
Closed -$1.3M – 502
2022
Q1 		$1.3M Buy
9,495
+510
+6% +$67.5K 0.26% 76
2021
Q4 		$1.27M Sell
8,985
-752
-8% -$99.9K 0.24% 84
2021
Q3 		$1.24M Buy
9,737
+2,012
+26% +$266K 0.25% 84
2021
Q2 		$973K Sell
7,725
-884
-10% -$108K 0.2% 103
2021
Q1 		$1M Sell
8,609
-1,654
-16% -$191K 0.22% 96
2020
Q4 		$1.16M Sell
10,263
-234
-2% -$25.5K 0.29% 79
2020
Q3 		$1K Sell
10,497
-17,555
-63% -$1.85M 0.33% 131
2020
Q2 		$2.81M Buy
+28,052
New +$2.77M 0.83% 29

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

Personal CFO Solutions's XLV Position: Q1 2026 in Review

Personal CFO Solutions increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.99% in Q1 2026, buying an estimated $9.56K and bringing the position to 6,326 shares worth $927K. The position accounts for 0.13% of the portfolio, ranked #137.

Personal CFO Solutions first reported a position in XLV in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.81M in Q2 2020. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Personal CFO Solutions held 6,326 shares of State Street Health Care Select Sector SPDR ETF worth $927K as of Q1 2026.
  • Personal CFO Solutions bought 62 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.56K.
  • State Street Health Care Select Sector SPDR ETF made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #137 holding.
  • Personal CFO Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 17 quarters since.
  • Personal CFO Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $2.81M in Q2 2020.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.