SW
XLV icon

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

SMART 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 		– Sell
-2,820
Closed -$437K – 235
2025
Q4 		$437K Sell
2,820
-516
-15% -$77.3K 0.13% 117
2025
Q3 		$464K Sell
3,336
-32,846
-91% -$4.44M 0.18% 94
2025
Q2 		$4.88M Buy
36,182
+19,280
+114% +$2.6M 1.53% 18
2025
Q1 		$2.47M Buy
16,902
+4,631
+38% +$673K 0.88% 38
2024
Q4 		$1.69M Sell
12,271
-2,572
-17% -$376K 0.6% 55
2024
Q3 		$2.29M Buy
14,843
+2,465
+20% +$374K 0.9% 33
2024
Q2 		$1.8M Buy
12,378
+866
+8% +$124K 0.73% 39
2024
Q1 		$1.7M Buy
11,512
+1,999
+21% +$287K 0.77% 32
2023
Q4 		$1.3M Sell
9,513
-448
-4% -$58.3K 0.71% 30
2023
Q3 		$1.28M Sell
9,961
-8,760
-47% -$1.16M 0.96% 33
2023
Q2 		$2.48M Buy
18,721
+1,911
+11% +$252K 1.88% 10
2023
Q1 		$2.18M Sell
16,810
-1,753
-9% -$229K 1.92% 19
2022
Q4 		$2.52M Buy
+18,563
New +$2.46M 1.9% 16

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SMART Wealth's XLV Position: Q1 2026 in Review

SMART Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 2,820 shares — an estimated $437K sold.

SMART Wealth first reported a position in XLV in Q4 2022 and held it in 13 quarters. The position peaked at $4.88M in Q2 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • SMART Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 2,820 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $437K.
  • SMART Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
  • SMART Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $4.88M in Q2 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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