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

Pursue 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	$513K	Hold	3,500	–	–	0.31%	56
2025 Q4	$542K	Hold	3,500	–	–	0.26%	59
2025 Q3	$487K	Hold	3,500	–	–	0.27%	61
2025 Q2	$472K	Hold	3,500	–	–	0.27%	64
2025 Q1	$511K	Hold	3,500	–	–	0.31%	61
2024 Q4	$481K	Hold	3,500	–	–	0.28%	62
2024 Q3	$539K	Hold	3,500	–	–	0.29%	57
2024 Q2	$510K	Hold	3,500	–	–	0.28%	58
2024 Q1	$517K	Hold	3,500	–	–	0.3%	61
2023 Q4	$477K	Hold	3,500	–	–	0.31%	58
2023 Q3	$451K	Hold	3,500	–	–	0.32%	58
2023 Q2	$465K	Sell	3,500 -1,500	-30%	-$198K	0.29%	66
2023 Q1	$647K	Sell	5,000 -2,769	-36%	-$362K	0.44%	56
2022 Q4	$1.06M	Hold	7,769	–	–	0.82%	39
2022 Q3	$941K	Hold	7,769	–	–	0.68%	43
2022 Q2	$996K	Hold	7,769	–	–	0.63%	47
2022 Q1	$1.1M	Hold	7,769	–	–	0.46%	53
2021 Q4	$1.09M	Buy	+7,769	New	+$1.03M	0.42%	55

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

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

Pursue Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 3,500 shares worth $513K. The position accounts for 0.31% of the portfolio, ranked #56.

Pursue Wealth Partners first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q1 2022. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Pursue Wealth Partners held 3,500 shares of State Street Health Care Select Sector SPDR ETF worth $513K as of Q1 2026.
Pursue Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Pursue Wealth Partners's portfolio in Q1 2026, its #56 holding.
Pursue Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.1M in Q1 2022.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.