SHP Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
SHP Wealth Management's XLV Position: Q1 2026 in Review
SHP Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.33% in Q1 2026, selling an estimated $771 and leaving 1,502 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #250.
SHP Wealth Management first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- SHP Wealth Management held 1,502 shares of State Street Health Care Select Sector SPDR ETF worth $220K as of Q1 2026.
- SHP Wealth Management sold 5 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $771.
- State Street Health Care Select Sector SPDR ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #250 holding.
- SHP Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $233K in Q4 2025.
- 1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.