SFG Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$604K Sell
4,119
-1,173
-22% -$181K 0.25% 55
2025
Q4
$819K Sell
5,292
-8,671
-62% -$1.3M 0.32% 57
2025
Q3
$1.94M Sell
13,963
-59,010
-81% -$7.99M 0.84% 25
2025
Q2
$9.84M Sell
72,973
-4,541
-6% -$613K 5.94% 3
2025
Q1
$11.3M Buy
77,514
+2,972
+4% +$432K 5.53% 3
2024
Q4
$10.3M Buy
74,542
+6,705
+10% +$981K 5.38% 4
2024
Q3
$10.4M Buy
67,837
+2,244
+3% +$340K 5.54% 3
2024
Q2
$9.56M Buy
65,593
+2,269
+4% +$325K 5.45% 3
2024
Q1
$9.35M Buy
63,324
+3,236
+5% +$464K 5.55% 3
2023
Q4
$8.19M Buy
60,088
+3,404
+6% +$443K 5.45% 3
2023
Q3
$7.3M Buy
56,684
+2,262
+4% +$300K 5.8% 3
2023
Q2
$7.22M Buy
54,422
+1,713
+3% +$226K 6.05% 2
2023
Q1
$6.82M Buy
52,709
+8,301
+19% +$1.08M 7.56% 2
2022
Q4
$6.03M Buy
+44,408
New +$5.88M 7.45% 2

Other funds holding XLV

SFG Wealth Management's XLV Position: Q1 2026 in Review

SFG Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q1 2026, selling an estimated $181K and leaving 4,119 shares worth $604K. The position accounts for 0.25% of the portfolio, ranked #55.

SFG Wealth Management first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • SFG Wealth Management held 4,119 shares of State Street Health Care Select Sector SPDR ETF worth $604K as of Q1 2026.
  • SFG Wealth Management sold 1,173 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $181K.
  • State Street Health Care Select Sector SPDR ETF made up 0.25% of SFG Wealth Management's portfolio in Q1 2026, its #55 holding.
  • SFG Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • SFG Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11.3M in Q1 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.