Sound View Wealth Advisors Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sound View Wealth Advisors Group’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	$4.59M	Sell	31,282 -1,305	-4%	-$201K	0.31%	72
2025 Q4	$5.04M	Sell	32,587 -1,083	-3%	-$162K	0.34%	70
2025 Q3	$4.69M	Sell	33,670 -21,692	-39%	-$2.94M	0.32%	72
2025 Q2	$7.46M	Buy	55,362 +5,847	+12%	+$790K	0.55%	48
2025 Q1	$7.23M	Buy	49,515 +1,420	+3%	+$206K	0.59%	48
2024 Q4	$6.62M	Buy	48,095 +3,330	+7%	+$487K	0.53%	49
2024 Q3	$6.89M	Buy	44,765 +14,352	+47%	+$2.18M	0.56%	46
2024 Q2	$4.43M	Buy	30,413 +750	+3%	+$108K	0.46%	56
2024 Q1	$4.38M	Sell	29,663 -5,565	-16%	-$798K	0.47%	56
2023 Q4	$4.8M	Buy	35,228 +2,241	+7%	+$292K	0.53%	48
2023 Q3	$4.25M	Buy	32,987 +6,990	+27%	+$928K	0.53%	49
2023 Q2	$3.45M	Buy	25,997 +2,478	+11%	+$327K	0.45%	55
2023 Q1	$3.04M	Sell	23,519 -11,709	-33%	-$1.53M	0.42%	61
2022 Q4	$4.8M	Buy	35,228 +22,403	+175%	+$2.97M	0.53%	48
2022 Q3	$1.55M	Buy	12,825 +264	+2%	+$34K	0.35%	70
2022 Q2	$1.61M	Buy	12,561 +3,219	+34%	+$422K	0.34%	77
2022 Q1	$1.28M	Buy	9,342 +1,549	+20%	+$205K	0.24%	101
2021 Q4	$1.1M	Buy	7,793 +793	+11%	+$105K	0.21%	114
2021 Q3	$891K	Buy	7,000 +953	+16%	+$126K	0.19%	121
2021 Q2	$762K	Buy	6,047 +2,168	+56%	+$266K	0.16%	131
2021 Q1	$453K	Buy	3,879 +1,417	+58%	+$164K	0.11%	169
2020 Q4	$279K	Sell	2,462 -68	-3%	-$7.42K	0.07%	213
2020 Q3	$267K	Buy	2,530 +43	+2%	+$4.53K	0.07%	204
2020 Q2	$249K	Sell	2,487 -15	-0.6%	-$1.48K	0.07%	206
2020 Q1	$222K	Buy	2,502 +2	+0.1%	+$194	0.08%	196
2019 Q4	$255K	Sell	2,500 -459	-16%	-$44.1K	0.07%	211
2019 Q3	$267K	Sell	2,959 -302	-9%	-$27.6K	0.08%	205
2019 Q2	$302K	Buy	+3,261	New	+$293K	0.09%	193

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

Sound View Wealth Advisors Group's XLV Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4% in Q1 2026, selling an estimated $201K and leaving 31,282 shares worth $4.59M. The position accounts for 0.31% of the portfolio, ranked #72.

Sound View Wealth Advisors Group first reported a position in XLV in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.46M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Sound View Wealth Advisors Group held 31,282 shares of State Street Health Care Select Sector SPDR ETF worth $4.59M as of Q1 2026.
Sound View Wealth Advisors Group sold 1,305 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $201K.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #72 holding.
Sound View Wealth Advisors Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's State Street Health Care Select Sector SPDR ETF position peaked at $7.46M in Q2 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.