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

REDW Wealth’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	$261K	Buy	1,781 +1	+0.1%	+$154	0.1%	92
2025 Q4	$276K	Hold	1,780	–	–	0.11%	90
2025 Q3	$248K	Hold	1,780	–	–	0.09%	100
2025 Q2	$240K	Hold	1,780	–	–	0.1%	96
2025 Q1	$260K	Sell	1,780 -170	-9%	-$24.7K	0.1%	89
2024 Q4	$268K	Sell	1,950 -921	-32%	-$135K	0.09%	88
2024 Q3	$442K	Hold	2,871	–	–	0.11%	96
2024 Q2	$418K	Sell	2,871 -962	-25%	-$138K	0.11%	102
2024 Q1	$566K	Buy	3,833 +1,421	+59%	+$204K	0.15%	78
2023 Q4	$329K	Buy	2,412 +417	+21%	+$54.2K	0.09%	107
2023 Q3	$257K	Hold	1,995	–	–	0.08%	115
2023 Q2	$265K	Sell	1,995 -1,250	-39%	-$165K	0.08%	120
2023 Q1	$420K	Buy	3,245 +275	+9%	+$35.9K	0.13%	89
2022 Q4	$403K	Buy	+2,970	New	+$394K	0.14%	88

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

REDW Wealth's XLV Position: Q1 2026 in Review

REDW Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.06% in Q1 2026, buying an estimated $154 and bringing the position to 1,781 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #92.

REDW Wealth first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $566K in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

REDW Wealth held 1,781 shares of State Street Health Care Select Sector SPDR ETF worth $261K as of Q1 2026.
REDW Wealth bought 1 State Street Health Care Select Sector SPDR ETF share in Q1 2026, an estimated $154.
State Street Health Care Select Sector SPDR ETF made up 0.1% of REDW Wealth's portfolio in Q1 2026, its #92 holding.
REDW Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
REDW Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $566K in Q1 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.