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

Peterson Wealth Management’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	$5.9M	Buy	40,241 +577	+1%	+$89K	3.42%	9
2025 Q4	$6.14M	Buy	+39,664	New	+$5.94M	4.56%	6
2025 Q2	–	Sell	-16,149	Closed	-$2.36M	–	59
2025 Q1	$2.36M	Buy	16,149 +778	+5%	+$113K	1.59%	22
2024 Q4	$2.11M	Buy	15,371 +1,579	+11%	+$231K	1.26%	26
2024 Q3	$2.12M	Buy	13,792 +2,204	+19%	+$334K	1.36%	26
2024 Q2	$1.69M	Buy	11,588 +5,255	+83%	+$754K	1.04%	30
2024 Q1	$936K	Buy	6,333 +293	+5%	+$42K	0.68%	41
2023 Q4	$824K	Sell	6,040 -2,481	-29%	-$323K	0.74%	36
2023 Q3	$1.1M	Sell	8,521 -484	-5%	-$64.3K	0.9%	29
2023 Q2	$1.2M	Sell	9,005 -315	-3%	-$41.5K	0.95%	29
2023 Q1	$1.21M	Sell	9,320 -200	-2%	-$26.1K	1.15%	27
2022 Q4	$1.29M	Sell	9,520 -2,086	-18%	-$276K	1.32%	22
2022 Q3	$1.41M	Buy	11,606 +3,746	+48%	+$483K	1.31%	22
2022 Q2	$1.01M	Sell	7,860 -10,668	-58%	-$1.4M	1.3%	25
2022 Q1	$2.54M	Sell	18,528 -2,058	-10%	-$272K	1.7%	16
2021 Q4	$2.9M	Buy	20,586 +1,108	+6%	+$147K	1.94%	18
2021 Q3	$2.48M	Buy	19,478 +250	+1%	+$33K	1.92%	16
2021 Q2	$2.42M	Buy	19,228 +816	+4%	+$100K	1.89%	17
2021 Q1	$2.15M	Sell	18,412 -12,269	-40%	-$1.42M	1.82%	17
2020 Q4	$3.48M	Buy	30,681 +170	+0.6%	+$18.6K	2.83%	13
2020 Q3	$3.22M	Sell	30,511 -1,679	-5%	-$177K	2.85%	13
2020 Q2	$3.22M	Buy	32,190 +8,133	+34%	+$803K	3.2%	12
2020 Q1	$2.13M	Buy	+24,057	New	+$2.34M	2.6%	15

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

Peterson Wealth Management's XLV Position: Q1 2026 in Review

Peterson Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q1 2026, buying an estimated $89K and bringing the position to 40,241 shares worth $5.9M. The position accounts for 3.42% of the portfolio, ranked #9.

Peterson Wealth Management first reported a position in XLV in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.14M in Q4 2025. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Peterson Wealth Management held 40,241 shares of State Street Health Care Select Sector SPDR ETF worth $5.9M as of Q1 2026.
Peterson Wealth Management bought 577 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $89K.
State Street Health Care Select Sector SPDR ETF made up 3.42% of Peterson Wealth Management's portfolio in Q1 2026, its #9 holding.
Peterson Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Peterson Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.14M in Q4 2025.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.