Stablepoint Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stablepoint Partners’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	-3,803	Closed	-$589K	–	272
2025 Q4	$589K	Sell	3,803 -206	-5%	-$30.9K	0.09%	168
2025 Q3	$558K	Sell	4,009 -1,494	-27%	-$202K	0.09%	170
2025 Q2	$742K	Sell	5,503 -1,111	-17%	-$150K	0.13%	161
2025 Q1	$966K	Sell	6,614 -2,388	-27%	-$347K	0.17%	142
2024 Q4	$1.24M	Buy	+9,002	New	+$1.32M	0.23%	123

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

Stablepoint Partners's XLV Position: Q1 2026 in Review

Stablepoint Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 3,803 shares — an estimated $589K sold.

Stablepoint Partners first reported a position in XLV in Q4 2024 and held it in 5 quarters. The position peaked at $1.24M in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Stablepoint Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Stablepoint Partners sold 3,803 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $589K.
Stablepoint Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Stablepoint Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.24M in Q4 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Stablepoint Partners's 13F filing for Q1 2026, filed 30 Apr 2026.