Premier Path 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
$7.99M Sell
54,470
-7,798
-13% -$1.2M 1.04% 22
2025
Q4
$9.64M Sell
62,268
-7,107
-10% -$1.06M 1.24% 17
2025
Q3
$9.65M Sell
69,375
-2,795
-4% -$378K 1.24% 18
2025
Q2
$9.73M Buy
72,170
+6,071
+9% +$820K 1.35% 14
2025
Q1
$9.65M Sell
66,099
-5,022
-7% -$730K 1.5% 10
2024
Q4
$9.78M Buy
71,121
+3,115
+5% +$456K 1.49% 10
2024
Q3
$10.5M Buy
68,006
+1,463
+2% +$222K 1.65% 8
2024
Q2
$9.7M Buy
66,543
+763
+1% +$109K 1.65% 7
2024
Q1
$9.72M Buy
65,780
+5,470
+9% +$785K 1.83% 8
2023
Q4
$8.33M Buy
+60,310
New +$7.85M 1.84% 6

Other funds holding XLV

Premier Path Wealth Partners's XLV Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q1 2026, selling an estimated $1.2M and leaving 54,470 shares worth $7.99M. The position accounts for 1.04% of the portfolio, ranked #22.

Premier Path Wealth Partners first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Premier Path Wealth Partners held 54,470 shares of State Street Health Care Select Sector SPDR ETF worth $7.99M as of Q1 2026.
  • Premier Path Wealth Partners sold 7,798 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.2M.
  • State Street Health Care Select Sector SPDR ETF made up 1.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Premier Path Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $10.5M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.