Stack Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stack Financial 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	$260K	Sell	1,770 -495	-22%	-$76.4K	0.02%	50
2025 Q4	$351K	Buy	2,265 +522	+30%	+$78.2K	0.03%	52
2025 Q3	$243K	Buy	1,743 +100	+6%	+$13.5K	0.02%	48
2025 Q2	$221K	Buy	1,643 +45	+3%	+$6.08K	0.02%	47
2025 Q1	$233K	Buy	1,598 +74	+5%	+$10.8K	0.02%	51
2024 Q4	$210K	Buy	1,524 +90	+6%	+$13.2K	0.02%	50
2024 Q3	$221K	Sell	1,434 -106	-7%	-$16.1K	0.02%	46
2024 Q2	$224K	Sell	1,540 -402	-21%	-$57.7K	0.02%	47
2024 Q1	$287K	Buy	+1,942	New	+$279K	0.03%	44
2023 Q4	–	Sell	-2,062	Closed	-$265K	–	46
2023 Q3	$265K	Buy	+2,062	New	+$274K	0.03%	40
2020 Q3	–	Sell	-4,135	Closed	-$414K	–	53
2020 Q2	$414K	Buy	4,135 +213	+5%	+$21K	0.05%	46
2020 Q1	$347K	Sell	3,922 -516	-12%	-$50.1K	0.05%	39
2019 Q4	$452K	Sell	4,438 -225	-5%	-$21.6K	0.05%	46
2019 Q3	$420K	Buy	+4,663	New	+$426K	0.05%	43
2019 Q1	–	Sell	-4,262	Closed	-$369K	–	52
2018 Q4	$369K	Buy	+4,262	New	+$386K	0.05%	48
2017 Q1	–	Sell	-11,243	Closed	-$775K	–	60
2016 Q4	$775K	Buy	+11,243	New	+$781K	0.09%	54
2015 Q1	–	Sell	-3,534	Closed	-$242K	–	54
2014 Q4	$242K	Sell	3,534 -32	-0.9%	-$2.14K	0.03%	54
2014 Q3	$228K	Buy	+3,566	New	+$223K	0.03%	53
2014 Q2	–	Sell	-3,446	Closed	-$202K	–	57
2014 Q1	$202K	Buy	+3,446	New	+$199K	0.03%	54

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

Stack Financial Management's XLV Position: Q1 2026 in Review

Stack Financial Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q1 2026, selling an estimated $76.4K and leaving 1,770 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #50.

Stack Financial Management first reported a position in XLV in Q1 2014 and has held it in 19 quarters since. The position peaked at $775K in Q4 2016. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Stack Financial Management held 1,770 shares of State Street Health Care Select Sector SPDR ETF worth $260K as of Q1 2026.
Stack Financial Management sold 495 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $76.4K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Stack Financial Management's portfolio in Q1 2026, its #50 holding.
Stack Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 19 quarters since.
Stack Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $775K in Q4 2016.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.