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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.79M Sell
39,522
-883
-2% -$136K 0.64% 43
2025
Q4
$6.25M Buy
40,405
+3,271
+9% +$490K 0.73% 40
2025
Q3
$5.17M Buy
37,134
+2,328
+7% +$315K 0.64% 42
2025
Q2
$4.69M Buy
34,806
+2,000
+6% +$270K 0.64% 42
2025
Q1
$4.79M Buy
32,806
+241
+0.7% +$35K 0.71% 40
2024
Q4
$4.48M Buy
32,565
+3,762
+13% +$551K 0.7% 39
2024
Q3
$4.44M Buy
28,803
+1,250
+5% +$189K 0.69% 39
2024
Q2
$4.02M Buy
27,553
+660
+2% +$94.7K 0.7% 39
2024
Q1
$3.97M Buy
26,893
+1,679
+7% +$241K 0.7% 41
2023
Q4
$3.44M Buy
25,214
+404
+2% +$52.6K 0.69% 39
2023
Q3
$3.19M Sell
24,810
-1,800
-7% -$239K 0.7% 39
2023
Q2
$3.53M Sell
26,610
-547
-2% -$72.1K 0.76% 39
2023
Q1
$3.52M Buy
27,157
+5,145
+23% +$672K 0.79% 39
2022
Q4
$2.99M Buy
+22,012
New +$2.92M 0.69% 41
2017
Q1
Sell
-3,923
Closed -$270K 141
2016
Q4
$270K Buy
+3,923
New +$272K 0.16% 99

Other funds holding XLV

Stockman Wealth Management's XLV Position: Q1 2026 in Review

Stockman Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, selling an estimated $136K and leaving 39,522 shares worth $5.79M. The position accounts for 0.64% of the portfolio, ranked #43.

Stockman Wealth Management first reported a position in XLV in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.25M in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Stockman Wealth Management held 39,522 shares of State Street Health Care Select Sector SPDR ETF worth $5.79M as of Q1 2026.
  • Stockman Wealth Management sold 883 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $136K.
  • State Street Health Care Select Sector SPDR ETF made up 0.64% of Stockman Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Stockman Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
  • Stockman Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.25M 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 Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.