Precedent Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,302
Closed -$202K 174
2025
Q4
$202K Buy
+1,302
New +$195K 0.04% 170
2025
Q2
Sell
-2,277
Closed -$332K 178
2025
Q1
$332K Hold
2,277
0.09% 134
2024
Q4
$313K Hold
2,277
0.1% 132
2024
Q3
$351K Hold
2,277
0.12% 123
2024
Q2
$332K Hold
2,277
0.13% 116
2024
Q1
$336K Hold
2,277
0.14% 115
2023
Q4
$311K Buy
+2,277
New +$296K 0.16% 112

Other funds holding XLV

Precedent Wealth Partners's XLV Position: Q1 2026 in Review

Precedent Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,302 shares — an estimated $202K sold.

Precedent Wealth Partners first reported a position in XLV in Q4 2023 and held it in 7 quarters. The position peaked at $351K in Q3 2024. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Precedent Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 1,302 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $202K.
  • Precedent Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
  • Precedent Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $351K in Q3 2024.
  • 1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.