Strategic Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategic Advisors’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	$610K	Sell	4,159 -118	-3%	-$18.2K	0.1%	125
2025 Q4	$662K	Buy	4,277 +489	+13%	+$73.2K	0.1%	124
2025 Q3	$527K	Sell	3,788 -339	-8%	-$45.9K	0.08%	131
2025 Q2	$556K	Sell	4,127 -261	-6%	-$35.2K	0.11%	113
2025 Q1	$641K	Sell	4,388 -774	-15%	-$112K	0.12%	121
2024 Q4	$710K	Sell	5,162 -943	-15%	-$138K	0.13%	119
2024 Q3	$940K	Sell	6,105 -3,352	-35%	-$508K	0.18%	108
2024 Q2	$1.38M	Sell	9,457 -3,258	-26%	-$467K	0.27%	78
2024 Q1	$1.88M	Sell	12,715 -380	-3%	-$54.5K	0.37%	63
2023 Q4	$1.79M	Sell	13,095 -680	-5%	-$88.5K	0.34%	62
2023 Q3	$1.77M	Sell	13,775 -29	-0.2%	-$3.85K	0.35%	63
2023 Q2	$1.83M	Sell	13,804 -1,780	-11%	-$235K	0.35%	58
2023 Q1	$2.02M	Buy	15,584 +472	+3%	+$61.7K	0.41%	55
2022 Q4	$2.05M	Buy	15,112 +1,398	+10%	+$185K	0.46%	51
2022 Q3	$1.66M	Buy	13,714 +250	+2%	+$32.2K	0.37%	63
2022 Q2	$1.73M	Buy	13,464 +1,611	+14%	+$211K	0.36%	67
2022 Q1	$1.62M	Sell	11,853 -934	-7%	-$124K	0.28%	75
2021 Q4	$1.8M	Sell	12,787 -580	-4%	-$77K	0.26%	82
2021 Q3	$1.7M	Buy	13,367 +149	+1%	+$19.7K	0.37%	68
2021 Q2	$1.66M	Buy	13,218 +4,390	+50%	+$538K	0.43%	55
2021 Q1	$1.03M	Buy	8,828 +479	+6%	+$55.3K	0.3%	75
2020 Q4	$975K	Buy	8,349 +632	+8%	+$69K	0.28%	76
2020 Q3	$820K	Buy	7,717 +531	+7%	+$55.9K	0.28%	74
2020 Q2	$767K	Buy	7,186 +3,078	+75%	+$304K	0.29%	71
2020 Q1	$387K	Buy	+4,108	New	+$399K	0.17%	100
2019 Q4	–	Sell	-2,295	Closed	-$207K	–	172
2019 Q3	$207K	Buy	2,295 +8	+0.3%	+$730	0.08%	159
2019 Q2	$211K	Buy	2,287 +7	+0.3%	+$629	0.08%	155
2019 Q1	$209K	Buy	+2,280	New	+$206K	0.08%	155

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

Strategic Advisors's XLV Position: Q1 2026 in Review

Strategic Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.8% in Q1 2026, selling an estimated $18.2K and leaving 4,159 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #125.

Strategic Advisors first reported a position in XLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.05M in Q4 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Strategic Advisors held 4,159 shares of State Street Health Care Select Sector SPDR ETF worth $610K as of Q1 2026.
Strategic Advisors sold 118 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $18.2K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Strategic Advisors's portfolio in Q1 2026, its #125 holding.
Strategic Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
Strategic Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.05M in Q4 2022.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.