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

Sagespring 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	$666K	Sell	4,545 -259	-5%	-$40K	0.01%	428
2025 Q4	$744K	Buy	4,804 +1,751	+57%	+$262K	0.01%	371
2025 Q3	$425K	Buy	3,053 +27	+0.9%	+$3.65K	0.01%	505
2025 Q2	$408K	Sell	3,026 -503	-14%	-$67.9K	0.01%	488
2025 Q1	$515K	Buy	3,529 +215	+6%	+$31.2K	0.01%	382
2024 Q4	$456K	Buy	+3,314	New	+$485K	0.01%	369

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

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

Sagespring Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.4% in Q1 2026, selling an estimated $40K and leaving 4,545 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #428.

Sagespring Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $744K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Sagespring Wealth Partners held 4,545 shares of State Street Health Care Select Sector SPDR ETF worth $666K as of Q1 2026.
Sagespring Wealth Partners sold 259 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $40K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #428 holding.
Sagespring Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $744K in Q4 2025.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.