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
Q3
$5.22M Sell
31,001
-20,368
-40% -$3.4M 0.61% 39
2026
Q2
$8.15M Sell
51,369
-3,101
-6% -$461K 0.94% 26
2026
Q1
$7.99M Sell
54,470
-7,798
-13% -$1.2M 1.04% 22
2025
Q4
$9.6M Sell
62,268
-7,107
-10% -$1.06M 1.24% 17
2025
Q3
$9.7M Sell
69,375
-2,795
-4% -$378K 1.24% 18
2025
Q2
$9.7M Buy
72,170
+6,071
+9% +$820K 1.35% 14
2025
Q1
$9.7M Sell
66,099
-5,022
-7% -$730K 1.5% 10
2024
Q4
$9.8M 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
$9.7M 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: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 40% in Q3 2026, selling an estimated $3.4M and leaving 31,001 shares worth $5.22M. The position accounts for 0.61% of the portfolio, ranked #39.

Premier Path Wealth Partners first reported a position in XLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2024. 900 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Premier Path Wealth Partners held 31,001 shares of State Street Health Care Select Sector SPDR ETF worth $5.22M as of Q3 2026.
  • Premier Path Wealth Partners sold 20,368 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $3.4M.
  • State Street Health Care Select Sector SPDR ETF made up 0.61% of Premier Path Wealth Partners's portfolio in Q3 2026, its #39 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 12 quarters since.
  • Premier Path Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $10.5M in Q3 2024.
  • 900 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.