Prospect Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Prospect Financial Services’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	$2.73M	Sell	18,650 -2,503	-12%	-$386K	1.67%	19
2025 Q4	$3.27M	Buy	21,153 +2,861	+16%	+$428K	1.88%	17
2025 Q3	$2.55M	Sell	18,292 -2,463	-12%	-$333K	1.46%	20
2025 Q2	$2.8M	Sell	20,755 -2,702	-12%	-$365K	1.74%	19
2025 Q1	$3.42M	Buy	23,457 +12,464	+113%	+$1.81M	1.9%	18
2024 Q4	$1.51M	Buy	10,993 +3,256	+42%	+$476K	0.82%	29
2024 Q3	$1.19M	Buy	7,737 +1,709	+28%	+$259K	0.74%	34
2024 Q2	$879K	Buy	6,028 +612	+11%	+$87.8K	0.68%	35
2024 Q1	$800K	Buy	5,416 +1,333	+33%	+$191K	0.66%	35
2023 Q4	$557K	Buy	+4,083	New	+$531K	0.56%	33

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

Prospect Financial Services's XLV Position: Q1 2026 in Review

Prospect Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q1 2026, selling an estimated $386K and leaving 18,650 shares worth $2.73M. The position accounts for 1.67% of the portfolio, ranked #19.

Prospect Financial Services first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2025. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Prospect Financial Services held 18,650 shares of State Street Health Care Select Sector SPDR ETF worth $2.73M as of Q1 2026.
Prospect Financial Services sold 2,503 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $386K.
State Street Health Care Select Sector SPDR ETF made up 1.67% of Prospect Financial Services's portfolio in Q1 2026, its #19 holding.
Prospect Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $3.42M in Q1 2025.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.