Quest Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Quest Investment Management’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	$676K	Buy	+4,612	New	+$711K	0.08%	88
2023 Q3	–	Sell	-22,168	Closed	-$2.94M	–	93
2023 Q2	$2.94M	Buy	22,168 +8,781	+66%	+$1.16M	0.4%	50
2023 Q1	$1.73M	Buy	13,387 +769	+6%	+$100K	0.24%	66
2022 Q4	$1.71M	Sell	12,618 -369	-3%	-$48.9K	0.21%	74
2022 Q3	$1.57M	Buy	12,987 +1,542	+13%	+$199K	0.19%	72
2022 Q2	$1.47M	Buy	+11,445	New	+$1.5M	0.17%	76
2022 Q1	–	Sell	-25,306	Closed	-$3.56M	–	101
2021 Q4	$3.56M	Buy	25,306 +1,909	+8%	+$253K	0.3%	71
2021 Q3	$2.98M	Sell	23,397 -941	-4%	-$124K	0.27%	71
2021 Q2	$3.06M	Buy	24,338 +863	+4%	+$106K	0.28%	74
2021 Q1	$2.74M	Buy	+23,475	New	+$2.71M	0.25%	76

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

Quest Investment Management's XLV Position: Q1 2026 in Review

Quest Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 4,612 shares worth $676K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings. This is a return to the name: Quest Investment Management previously reported a position in XLV as recently as Q2 2023.

Quest Investment Management first reported a position in XLV in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.56M in Q4 2021. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Quest Investment Management held 4,612 shares of State Street Health Care Select Sector SPDR ETF worth $676K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Quest Investment Management position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Quest Investment Management's portfolio in Q1 2026, its #88 holding.
Quest Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
Quest Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.56M in Q4 2021.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.