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Private Wealth Advisors (California)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Wealth Advisors (California)’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 		$9.72M Buy
66,324
+15,827
+31% +$2.44M 2.73% 5
2025
Q4 		$7.82M Buy
50,497
+14,689
+41% +$2.2M 2.5% 10
2025
Q3 		$4.98M Buy
35,808
+9,925
+38% +$1.34M 1.68% 16
2025
Q2 		$3.49M Sell
25,883
-48,270
-65% -$6.52M 1.28% 32
2025
Q1 		$10.8M Sell
74,153
-6,733
-8% -$978K 3.92% 4
2024
Q4 		$11.1M Sell
80,886
-1,686
-2% -$247K 4.36% 4
2024
Q3 		$12.7M Sell
82,572
-18,066
-18% -$2.74M 4.85% 3
2024
Q2 		$14.6M Buy
100,638
+18,960
+23% +$2.72M 5.62% 4
2024
Q1 		$12.1M Sell
81,678
-4,156
-5% -$596K 4.91% 2
2023
Q4 		$11.7M Sell
85,834
-11,045
-11% -$1.44M 4.57% 4
2023
Q3 		$12.5M Sell
96,879
-696
-0.7% -$92.4K 5.28% 4
2023
Q2 		$13M Buy
97,575
+172
+0.2% +$22.7K 5.29% 5
2023
Q1 		$12.6M Buy
97,403
+33,978
+54% +$4.44M 5.3% 5
2022
Q4 		$8.62M Sell
63,425
-1,446
-2% -$192K 2.9% 9
2022
Q3 		$7.86M Buy
64,871
+199
+0.3% +$25.6K 3.66% 8
2022
Q2 		$8.53M Buy
64,672
+16,712
+35% +$2.19M 3.15% 10
2022
Q1 		$6.57M Buy
47,960
+818
+2% +$108K 2.1% 16
2021
Q4 		$6.64M Sell
47,142
-1,203
-2% -$160K 1.42% 22
2021
Q3 		$6.38M Sell
48,345
-2,036
-4% -$269K 1.53% 20
2021
Q2 		$6.34M Sell
50,381
-2,637
-5% -$323K 1.95% 14
2021
Q1 		$6.19M Sell
53,018
-15,015
-22% -$1.73M 2.1% 12
2020
Q4 		$7.96M Sell
68,033
-6,128
-8% -$669K 2.75% 12
2020
Q3 		$7.82M Buy
74,161
+9,210
+14% +$969K 4.05% 9
2020
Q2 		$6.5M Buy
64,951
+22,552
+53% +$2.23M 4.53% 10
2020
Q1 		$3.76M Sell
42,399
-19,692
-32% -$1.91M 3.08% 14
2019
Q4 		$6.33M Buy
62,091
+15,525
+33% +$1.49M 3.64% 9
2019
Q3 		$4.2M Buy
46,566
+10,405
+29% +$950K 2.73% 11
2019
Q2 		$3.32M Hold
36,161
– – 2.26% 15
2019
Q1 		$3.32M Buy
36,161
+5,148
+17% +$464K 2.26% 15
2018
Q4 		$2.68M Buy
+31,013
New +$2.81M 2.17% 15

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Private Wealth Advisors (California)'s XLV Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 31% in Q1 2026, buying an estimated $2.44M and bringing the position to 66,324 shares worth $9.72M. The position accounts for 2.73% of the portfolio, ranked #5.

Private Wealth Advisors (California) first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.6M in Q2 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Private Wealth Advisors (California) held 66,324 shares of State Street Health Care Select Sector SPDR ETF worth $9.72M as of Q1 2026.
  • Private Wealth Advisors (California) bought 15,827 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.44M.
  • State Street Health Care Select Sector SPDR ETF made up 2.73% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #5 holding.
  • Private Wealth Advisors (California) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Private Wealth Advisors (California)'s State Street Health Care Select Sector SPDR ETF position peaked at $14.6M in Q2 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.