Private 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
$314K Sell
2,139
-125
-6% -$19.3K 0.02% 143
2025
Q4
$350K Sell
2,264
-567
-20% -$84.9K 0.02% 135
2025
Q3
$394K Buy
2,831
+1
+0% +$135 0.03% 134
2025
Q2
$381K Sell
2,830
-205
-7% -$27.7K 0.03% 136
2025
Q1
$443K Buy
3,035
+1
+0% +$145 0.04% 126
2024
Q4
$417K Buy
3,034
+1
+0% +$146 0.03% 134
2024
Q3
$467K Buy
3,033
+207
+7% +$31.4K 0.04% 128
2024
Q2
$412K Buy
2,826
+1
+0% +$143 0.03% 124
2024
Q1
$417K Buy
2,825
+1
+0% +$143 0.03% 119
2023
Q4
$385K Buy
2,824
+805
+40% +$105K 0.03% 127
2023
Q3
$260K Buy
2,019
+1
+0% +$133 0.02% 129
2023
Q2
$268K Buy
2,018
+1
+0% +$132 0.02% 130
2023
Q1
$261K Buy
+2,017
New +$263K 0.03% 130

Other funds holding XLV

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

Private Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.5% in Q1 2026, selling an estimated $19.3K and leaving 2,139 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #143.

Private Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $467K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Private Wealth Partners held 2,139 shares of State Street Health Care Select Sector SPDR ETF worth $314K as of Q1 2026.
  • Private Wealth Partners sold 125 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $19.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Private Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • Private Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $467K 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 Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.