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XLV icon

Salomon & Ludwin’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Salomon & Ludwin’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 		$14.6M Buy
100,550
+1,790
+2% +$276K 1.31% 24
2025
Q4 		$15.3M Sell
98,760
-2,080
-2% -$312K 1.35% 23
2025
Q3 		$14.6M Buy
100,840
+5,527
+6% +$748K 1.31% 23
2025
Q2 		$12.9M Buy
95,313
+1,154
+1% +$156K 1.28% 24
2025
Q1 		$13.8M Buy
94,159
+5,400
+6% +$784K 1.47% 21
2024
Q4 		$12.2M Sell
88,759
-3,744
-4% -$548K 1.29% 24
2024
Q3 		$14.3M Sell
92,503
-7,363
-7% -$1.12M 1.45% 23
2024
Q2 		$14.5M Sell
99,866
-39,585
-28% -$5.68M 1.62% 20
2024
Q1 		$20.7M Sell
139,451
-5,792
-4% -$831K 1.78% 18
2023
Q4 		$18.7M Hold
145,243
– – 1.96% 15
2023
Q3 		$18.7M Buy
145,243
+3,252
+2% +$432K 1.96% 15
2023
Q2 		$18.8M Buy
141,991
+6,338
+5% +$836K 2.01% 16
2023
Q1 		$17.6M Buy
135,653
+4,765
+4% +$622K 2.09% 15
2022
Q4 		$17.8M Sell
130,888
-2,569
-2% -$340K 2.25% 13
2022
Q3 		$16.2M Buy
133,457
+9,741
+8% +$1.25M 2.42% 12
2022
Q2 		$15.9M Buy
123,716
+7,835
+7% +$1.03M 2.45% 11
2022
Q1 		$15.9M Buy
115,881
+2,103
+2% +$278K 2.3% 13
2021
Q4 		$16M Buy
113,778
+3,529
+3% +$469K 2.27% 13
2021
Q3 		$14M Buy
110,249
+1,362
+1% +$180K 2.18% 15
2021
Q2 		$13.7M Buy
108,887
+3,308
+3% +$405K 2.15% 16
2021
Q1 		$12.3M Buy
105,579
+1,229
+1% +$142K 2.09% 17
2020
Q4 		$11.8M Sell
104,350
-6,193
-6% -$676K 2.19% 16
2020
Q3 		$11.7M Sell
110,543
-7,797
-7% -$821K 2.43% 13
2020
Q2 		$11.8M Sell
118,340
-2,999
-2% -$296K 2.55% 13
2020
Q1 		$10.7M Sell
121,339
-1,601
-1% -$156K 2.77% 12
2019
Q4 		$12.5M Sell
122,940
-6,570
-5% -$632K 2.49% 16
2019
Q3 		$11.7M Sell
129,510
-575
-0.4% -$52.5K 2.36% 17
2019
Q2 		$12.1M Sell
130,085
-1,163
-0.9% -$105K 2.44% 16
2019
Q1 		$12M Sell
131,248
-6,080
-4% -$548K 2.48% 16
2018
Q4 		$11.9M Buy
+137,328
New +$12.4M 2.74% 15

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's XLV Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.8% in Q1 2026, buying an estimated $276K and bringing the position to 100,550 shares worth $14.6M. The position accounts for 1.31% of the portfolio, ranked #24.

Salomon & Ludwin first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.7M in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Salomon & Ludwin held 100,550 shares of State Street Health Care Select Sector SPDR ETF worth $14.6M as of Q1 2026.
  • Salomon & Ludwin bought 1,790 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $276K.
  • State Street Health Care Select Sector SPDR ETF made up 1.31% of Salomon & Ludwin's portfolio in Q1 2026, its #24 holding.
  • Salomon & Ludwin first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's State Street Health Care Select Sector SPDR ETF position peaked at $20.7M 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.