Split Rock Private Trading & Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Split Rock Private Trading & 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	–	Sell	-1,447	Closed	-$224K	–	48
2025 Q4	$224K	Buy	+1,447	New	+$217K	0.18%	31

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Split Rock Private Trading & Wealth Management's XLV Position: Q1 2026 in Review

Split Rock Private Trading & Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,447 shares — an estimated $224K sold.

Split Rock Private Trading & Wealth Management first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Split Rock Private Trading & Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Split Rock Private Trading & Wealth Management sold 1,447 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $224K.
Split Rock Private Trading & Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Split Rock Private Trading & Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $224K 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 Split Rock Private Trading & Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.