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

Principle Wealth Partners’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	$2.87M	Sell	19,550 -939	-5%	-$145K	0.16%	107
2025 Q4	$3.17M	Buy	20,489 +64	+0.3%	+$9.59K	0.18%	102
2025 Q3	$2.84M	Buy	20,425 +1,509	+8%	+$204K	0.17%	102
2025 Q2	$2.55M	Sell	18,916 -255	-1%	-$34.4K	0.16%	108
2025 Q1	$2.8M	Sell	19,171 -802	-4%	-$117K	0.2%	102
2024 Q4	$2.75M	Sell	19,973 -990	-5%	-$145K	0.19%	107
2024 Q3	$3.23M	Buy	20,963 +2	+0%	+$303	0.23%	98
2024 Q2	$3.06M	Sell	20,961 -413	-2%	-$59.2K	0.23%	98
2024 Q1	$3.16M	Sell	21,374 -69	-0.3%	-$9.9K	0.25%	98
2023 Q4	$2.92M	Sell	21,443 -3	-0%	-$390	0.25%	93
2023 Q3	$2.76M	Buy	21,446 +83	+0.4%	+$11K	0.28%	88
2023 Q2	$2.84M	Sell	21,363 -370	-2%	-$48.8K	0.28%	82
2023 Q1	$2.81M	Buy	21,733 +1,211	+6%	+$158K	0.3%	78
2022 Q4	$2.79M	Hold	20,522	–	–	0.32%	76
2022 Q3	$2.48K	Hold	20,522	–	–	0.23%	79
2022 Q2	$2.63M	Buy	20,522 +150	+0.7%	+$19.7K	0.32%	73
2022 Q1	$2.79M	Sell	20,372 -1,102	-5%	-$146K	0.29%	78
2021 Q4	$3.02M	Sell	21,474 -676	-3%	-$89.8K	0.32%	68
2021 Q3	$2.82M	Buy	22,150 +50	+0.2%	+$6.61K	0.33%	68
2021 Q2	$2.78M	Buy	22,100 +168	+0.8%	+$20.6K	0.32%	70
2021 Q1	$2.56M	Sell	21,932 -1,440	-6%	-$166K	0.3%	69
2020 Q4	$2.65M	Buy	23,372 +18,755	+406%	+$2.05M	0.35%	63
2020 Q3	$487K	Buy	4,617 +65	+1%	+$6.84K	0.14%	87
2020 Q2	$456K	Buy	4,552 +45	+1%	+$4.44K	0.13%	90
2020 Q1	$399K	Buy	4,507 +587	+15%	+$57K	0.15%	93
2019 Q4	$399K	Hold	3,920	–	–	0.13%	113
2019 Q3	$353K	Buy	3,920 +1,705	+77%	+$156K	0.12%	116
2019 Q2	$205K	Hold	2,215	–	–	0.11%	135
2019 Q1	$203K	Buy	+2,215	New	+$200K	0.12%	126

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

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

Principle Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q1 2026, selling an estimated $145K and leaving 19,550 shares worth $2.87M. The position accounts for 0.16% of the portfolio, ranked #107.

Principle Wealth Partners first reported a position in XLV in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.23M in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Principle Wealth Partners held 19,550 shares of State Street Health Care Select Sector SPDR ETF worth $2.87M as of Q1 2026.
Principle Wealth Partners sold 939 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $145K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Principle Wealth Partners's portfolio in Q1 2026, its #107 holding.
Principle Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Principle Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $3.23M in Q3 2024.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.