Stone Summit Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Stone Summit Wealth's XLV Position: Q1 2026 in Review
Stone Summit Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q1 2026, buying an estimated $9.26K and bringing the position to 2,700 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #105.
Stone Summit Wealth first reported a position in XLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $553K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Stone Summit Wealth held 2,700 shares of State Street Health Care Select Sector SPDR ETF worth $396K as of Q1 2026.
- Stone Summit Wealth bought 60 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.26K.
- State Street Health Care Select Sector SPDR ETF made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #105 holding.
- Stone Summit Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
- Stone Summit Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $553K in Q3 2024.
- 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.