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

Shepherd Wealth 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	$9.94M	Buy	+57,687	New	+$8.9M	7.45%	5

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

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

Shepherd Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 57,687 shares worth $9.94M. The stake represents 7.45% of the portfolio and ranks #5 among its holdings.

1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Shepherd Wealth Management held 57,687 shares of State Street Health Care Select Sector SPDR ETF worth $9.94M as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Shepherd Wealth Management position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 7.45% of Shepherd Wealth Management's portfolio in Q1 2026, its #5 holding.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.