Retirement Planning Group (Kansas)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Retirement Planning Group (Kansas)’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	$1.17M	Sell	7,977 -103	-1%	-$15.9K	0.04%	195
2025 Q4	$1.25M	Sell	8,080 -22	-0.3%	-$3.29K	0.04%	168
2025 Q3	$1.13M	Sell	8,102 -3,017	-27%	-$408K	0.04%	173
2025 Q2	$1.5M	Sell	11,119 -2,194	-16%	-$296K	0.06%	111
2025 Q1	$1.94M	Sell	13,313 -4,690	-26%	-$681K	0.09%	84
2024 Q4	$2.48M	Sell	18,003 -28,447	-61%	-$4.16M	0.12%	68
2024 Q3	$7.15M	Sell	46,450 -140	-0.3%	-$21.2K	0.39%	34
2024 Q2	$6.79M	Buy	46,590 +1,822	+4%	+$261K	0.43%	30
2024 Q1	$6.61M	Buy	44,768 +42,918	+2,320%	+$6.16M	0.51%	29
2023 Q4	$252K	Buy	+1,850	New	+$241K	0.02%	161
2022 Q1	–	Sell	-1,435	Closed	-$202K	–	117
2021 Q4	$202K	Buy	+1,435	New	+$191K	0.02%	108

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

Retirement Planning Group (Kansas)'s XLV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q1 2026, selling an estimated $15.9K and leaving 7,977 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #195.

Retirement Planning Group (Kansas) first reported a position in XLV in Q4 2021 and has held it in 11 quarters since. The position peaked at $7.15M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Retirement Planning Group (Kansas) held 7,977 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q1 2026.
Retirement Planning Group (Kansas) sold 103 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $15.9K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #195 holding.
Retirement Planning Group (Kansas) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s State Street Health Care Select Sector SPDR ETF position peaked at $7.15M in Q3 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.