Phillips Wealth Planners
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Phillips Wealth Planners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Phillips Wealth Planners’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
Q3 		$1.24M Sell
6,903
-615
-8% -$103K 0.87% 27
2026
Q2 		$1.24M Buy
7,518
+653
+10% +$97.1K 0.91% 27
2026
Q1 		$982K Sell
6,865
-237
-3% -$36.6K 0.74% 36
2025
Q4 		$1.12M Sell
7,102
-575
-7% -$86.1K 0.9% 29
2025
Q3 		$1.11M Sell
7,677
-2,269
-23% -$307K 0.92% 26
2025
Q2 		$1.34M Buy
9,946
+305
+3% +$41.2K 1.22% 14
2025
Q1 		$1.32M Buy
9,641
+554
+6% +$80.5K 1.39% 11
2024
Q4 		$1.27M Buy
9,087
+1,171
+15% +$171K 1.27% 15
2024
Q3 		$1.21M Sell
7,916
-1,404
-15% -$213K 1.16% 17
2024
Q2 		$1.36M Buy
9,320
+28
+0.3% +$4.02K 1.44% 9
2024
Q1 		$1.29M Sell
9,292
-2,258
-20% -$324K 1.48% 8
2023
Q4 		$1.61M Sell
11,550
-327
-3% -$42.5K 1.94% 5
2023
Q3 		$1.53M Buy
11,877
+782
+7% +$104K 2.07% 3
2023
Q2 		$1.47M Buy
11,095
+1,405
+14% +$185K 1.93% 4
2023
Q1 		$1.3M Buy
9,690
+33
+0.3% +$4.31K 1.72% 8
2022
Q4 		$1.29M Buy
+9,657
New +$1.28M 2.25% 6

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phillips Wealth Planners's XLV Position: Q3 2026 in Review

Phillips Wealth Planners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.2% in Q3 2026, selling an estimated $103K and leaving 6,903 shares worth $1.24M. The position accounts for 0.87% of the portfolio, ranked #27.

Phillips Wealth Planners first reported a position in XLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2023. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Phillips Wealth Planners held 6,903 shares of State Street Health Care Select Sector SPDR ETF worth $1.24M as of Q3 2026.
  • Phillips Wealth Planners sold 615 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $103K.
  • State Street Health Care Select Sector SPDR ETF made up 0.87% of Phillips Wealth Planners's portfolio in Q3 2026, its #27 holding.
  • Phillips Wealth Planners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Phillips Wealth Planners's State Street Health Care Select Sector SPDR ETF position peaked at $1.61M in Q4 2023.
  • 1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.