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

Prestige Wealth Management Group’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	$8.97M	Sell	61,192 -307	-0.5%	-$47.4K	1.76%	12
2025 Q4	$9.52M	Buy	61,499 +1,923	+3%	+$288K	1.82%	13
2025 Q3	$8.29M	Sell	59,576 -1,268	-2%	-$172K	1.6%	15
2025 Q2	$8.2M	Sell	60,844 -87,036	-59%	-$11.8M	1.67%	14
2025 Q1	$21.6M	Buy	147,880 +99,758	+207%	+$14.5M	4.62%	7
2024 Q4	$6.62M	Sell	48,122 -90,066	-65%	-$13.2M	1.38%	19
2024 Q3	$21.3M	Buy	138,188 +3,157	+2%	+$479K	4.4%	7
2024 Q2	$19.7M	Buy	135,031 +84,978	+170%	+$12.2M	4.25%	7
2024 Q1	$7.39M	Sell	50,053 -87,780	-64%	-$12.6M	1.59%	15
2023 Q4	$18.8M	Buy	137,833 +3,304	+2%	+$430K	4.27%	7
2023 Q3	$17.3M	Sell	134,529 -1,306	-1%	-$173K	4.27%	7
2023 Q2	$18M	Buy	135,835 +77,080	+131%	+$10.2M	4.27%	7
2023 Q1	$7.61M	Sell	58,755 -5,684	-9%	-$743K	1.91%	13
2022 Q4	$8.75M	Sell	64,439 -1,230	-2%	-$163K	2.28%	14
2022 Q3	$7.95M	Sell	65,669 -304	-0.5%	-$39.2K	2.24%	13
2022 Q2	$8.46M	Buy	65,973 +2,263	+4%	+$297K	2.29%	11
2022 Q1	$8.73M	Sell	63,710 -52,264	-45%	-$6.92M	2.15%	12
2021 Q4	$16.3M	Sell	115,974 -883	-0.8%	-$117K	3.9%	7
2021 Q3	$14.9M	Buy	116,857 +53,980	+86%	+$7.13M	3.81%	7
2021 Q2	$7.92M	Sell	62,877 -48,639	-44%	-$5.96M	2.1%	10
2021 Q1	$13M	Buy	111,516 +48,154	+76%	+$5.56M	3.56%	7
2020 Q4	$7.19M	Sell	63,362 -7,630	-11%	-$833K	1.97%	11
2020 Q3	$7.49M	Sell	70,992 -20,173	-22%	-$2.12M	2.26%	9
2020 Q2	$9.12M	Buy	91,165 +41,488	+84%	+$4.09M	3.22%	8
2020 Q1	$4.4M	Buy	49,677 +48,594	+4,487%	+$4.72M	1.86%	9
2019 Q4	$110K	Buy	1,083 +750	+225%	+$72.1K	0.06%	155
2019 Q3	$30K	Hold	333	–	–	0.02%	236
2019 Q2	$31K	Hold	333	–	–	0.02%	229
2019 Q1	$31K	Hold	333	–	–	0.02%	223
2018 Q4	$29K	Buy	+333	New	+$30.1K	0.02%	256

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

Prestige Wealth Management Group's XLV Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.5% in Q1 2026, selling an estimated $47.4K and leaving 61,192 shares worth $8.97M. The position accounts for 1.76% of the portfolio, ranked #12.

Prestige Wealth Management Group first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.6M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Prestige Wealth Management Group held 61,192 shares of State Street Health Care Select Sector SPDR ETF worth $8.97M as of Q1 2026.
Prestige Wealth Management Group sold 307 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $47.4K.
State Street Health Care Select Sector SPDR ETF made up 1.76% of Prestige Wealth Management Group's portfolio in Q1 2026, its #12 holding.
Prestige Wealth Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $21.6M in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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