Stone House Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stone House Investment 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	$170K	Buy	1,163 +67	+6%	+$10.3K	0.03%	89
2025 Q4	$170K	Buy	1,096 +253	+30%	+$37.9K	0.03%	86
2025 Q3	$117K	Buy	843 +4	+0.5%	+$541	0.02%	106
2025 Q2	$113K	Sell	839 -990	-54%	-$134K	0.02%	104
2025 Q1	$267K	Buy	+1,829	New	+$266K	0.05%	51
2024 Q4	–	Sell	-828	Closed	-$128K	–	363
2024 Q3	$128K	Buy	828 +3	+0.4%	+$455	0.03%	65
2024 Q2	$120K	Buy	825 +3	+0.4%	+$430	0.03%	70
2024 Q1	$121K	Buy	822 +3	+0.4%	+$430	0.03%	68
2023 Q4	$112K	Sell	819 -214	-21%	-$27.8K	0.04%	53
2023 Q3	$133K	Buy	1,033 +116	+13%	+$15.4K	0.05%	47
2023 Q2	$122K	Buy	917 +116	+14%	+$15.3K	0.04%	53
2023 Q1	$104K	Buy	+801	New	+$105K	0.04%	61

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

Stone House Investment Management's XLV Position: Q1 2026 in Review

Stone House Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.1% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,163 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #89.

Stone House Investment Management first reported a position in XLV in Q1 2023 and has held it in 12 quarters since. The position peaked at $267K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Stone House Investment Management held 1,163 shares of State Street Health Care Select Sector SPDR ETF worth $170K as of Q1 2026.
Stone House Investment Management bought 67 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $10.3K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #89 holding.
Stone House Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $267K in Q1 2025.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.