Roberts Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Roberts Wealth Advisors's XLV Position: Q1 2026 in Review
Roberts Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q1 2026, buying an estimated $34.2K and bringing the position to 9,025 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #67.
Roberts Wealth Advisors first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.12M in Q4 2023. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Roberts Wealth Advisors held 9,025 shares of State Street Health Care Select Sector SPDR ETF worth $1.32M as of Q1 2026.
- Roberts Wealth Advisors bought 222 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $34.2K.
- State Street Health Care Select Sector SPDR ETF made up 0.34% of Roberts Wealth Advisors's portfolio in Q1 2026, its #67 holding.
- Roberts Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
- Roberts Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.12M in Q4 2023.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.