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

Simplicity Wealth’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	$2.07M	Buy	14,110 +2,432	+21%	+$375K	0.12%	178
2025 Q4	$1.81M	Sell	11,678 -195	-2%	-$29.2K	0.11%	189
2025 Q3	$1.65M	Sell	11,873 -17,335	-59%	-$2.35M	0.1%	211
2025 Q2	$3.94M	Buy	29,208 +15,603	+115%	+$2.11M	0.16%	137
2025 Q1	$1.99M	Buy	+13,605	New	+$1.98M	0.15%	153
2024 Q4	–	Sell	-10,096	Closed	-$1.55M	–	526
2024 Q3	$1.55M	Sell	10,096 -32,653	-76%	-$4.95M	0.14%	134
2024 Q2	$6.23M	Sell	42,749 -1,057	-2%	-$152K	0.14%	150
2024 Q1	$6.47M	Buy	43,806 +33,979	+346%	+$4.87M	0.15%	134
2023 Q4	$1.34M	Buy	9,827 +8,094	+467%	+$1.05M	0.52%	36
2023 Q3	$223K	Buy	+1,733	New	+$230K	0.13%	81
2022 Q4	–	Sell	-8,381	Closed	-$1.01M	–	101
2022 Q3	$1.01M	Sell	8,381 -46	-0.5%	-$5.92K	1.36%	28
2022 Q2	$1.08M	Sell	8,427 -2,516	-23%	-$330K	1.58%	22
2022 Q1	$1.5M	Sell	10,943 -38,275	-78%	-$5.07M	1.46%	24
2021 Q4	$6.93M	Buy	+49,218	New	+$6.54M	3.74%	6

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

Simplicity Wealth's XLV Position: Q1 2026 in Review

Simplicity Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q1 2026, buying an estimated $375K and bringing the position to 14,110 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #178.

Simplicity Wealth first reported a position in XLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.93M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Simplicity Wealth held 14,110 shares of State Street Health Care Select Sector SPDR ETF worth $2.07M as of Q1 2026.
Simplicity Wealth bought 2,432 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $375K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Simplicity Wealth's portfolio in Q1 2026, its #178 holding.
Simplicity Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Simplicity Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $6.93M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.