Savvy Advisors Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Savvy Advisors Inc’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	$7.39M	Sell	50,390 -3,125	-6%	-$482K	0.2%	90
2025 Q4	$8.28M	Buy	53,515 +51,513	+2,573%	+$7.71M	0.27%	66
2025 Q3	$279K	Buy	2,002 +271	+16%	+$36.7K	0.01%	649
2025 Q2	$233K	Sell	1,731 -1,234	-42%	-$167K	0.02%	551
2025 Q1	$433K	Buy	2,965 +187	+7%	+$27.2K	0.04%	314
2024 Q4	$382K	Sell	2,778 -162	-6%	-$23.7K	0.05%	291
2024 Q3	$453K	Sell	2,940 -35	-1%	-$5.3K	0.09%	193
2024 Q2	$434K	Buy	2,975 +140	+5%	+$20.1K	0.14%	163
2024 Q1	$419K	Buy	+2,835	New	+$407K	0.24%	114

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

Savvy Advisors Inc's XLV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.8% in Q1 2026, selling an estimated $482K and leaving 50,390 shares worth $7.39M. The position accounts for 0.2% of the portfolio, ranked #90.

Savvy Advisors Inc first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.28M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Savvy Advisors Inc held 50,390 shares of State Street Health Care Select Sector SPDR ETF worth $7.39M as of Q1 2026.
Savvy Advisors Inc sold 3,125 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $482K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Savvy Advisors Inc's portfolio in Q1 2026, its #90 holding.
Savvy Advisors Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's State Street Health Care Select Sector SPDR ETF position peaked at $8.28M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.