Secure Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Secure Asset Management’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	–	Sell	-2,585	Closed	-$400K	–	382
2025 Q4	$400K	Buy	+2,585	New	+$387K	0.06%	223
2025 Q2	–	Sell	-1,512	Closed	-$221K	–	364
2025 Q1	$221K	Sell	1,512 -463	-23%	-$67.3K	0.04%	282
2024 Q4	$272K	Sell	1,975 -1,668	-46%	-$244K	0.04%	264
2024 Q3	$561K	Buy	3,643 +1,917	+111%	+$291K	0.09%	170
2024 Q2	$252K	Buy	+1,726	New	+$248K	0.05%	247
2024 Q1	–	Sell	-2,147	Closed	-$293K	–	263
2023 Q4	$293K	Sell	2,147 -206	-9%	-$26.8K	0.08%	174
2023 Q3	$303K	Sell	2,353 -1,689	-42%	-$224K	0.09%	158
2023 Q2	$537K	Buy	4,042 +184	+5%	+$24.3K	0.16%	109
2023 Q1	$499K	Buy	3,858 +24	+0.6%	+$3.13K	0.17%	114
2022 Q4	$521K	Buy	3,834 +220	+6%	+$29.2K	0.19%	114
2022 Q3	$438K	Sell	3,614 -576	-14%	-$74.2K	0.25%	84
2022 Q2	$537K	Sell	4,190 -1,452	-26%	-$190K	0.3%	68
2022 Q1	$773K	Buy	5,642 +1,587	+39%	+$210K	0.35%	55
2021 Q4	$571K	Buy	4,055 +317	+8%	+$42.1K	0.23%	76
2021 Q3	$476K	Buy	3,738 +61	+2%	+$8.06K	0.24%	76
2021 Q2	$463K	Buy	3,677 +1,611	+78%	+$197K	0.23%	86
2021 Q1	$241K	Buy	2,066 +5	+0.2%	+$577	0.13%	149
2020 Q4	$234K	Buy	2,061 +6	+0.3%	+$655	0.14%	136
2020 Q3	$217K	Sell	2,055 -12,015	-85%	-$1.26M	0.15%	127
2020 Q2	$1.41M	Buy	+14,070	New	+$1.39M	0.99%	25
2020 Q1	–	Sell	-6,627	Closed	-$675K	–	165
2019 Q4	$675K	Buy	+6,627	New	+$637K	0.48%	52

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Secure Asset Management's XLV Position: Q1 2026 in Review

Secure Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 2,585 shares — an estimated $400K sold.

Secure Asset Management first reported a position in XLV in Q4 2019 and held it in 21 quarters. The position peaked at $1.41M in Q2 2020. 1,813 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Secure Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 2,585 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $400K.
Secure Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Secure Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.41M in Q2 2020.
1,813 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.