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

Strategic Investment 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	$453K	Buy	+3,087	New	+$476K	0.03%	231
2025 Q4	–	Sell	-1,922	Closed	-$267K	–	282
2025 Q3	$267K	Sell	1,922 -100	-5%	-$13.5K	0.02%	225
2025 Q2	$273K	Buy	+2,022	New	+$273K	0.03%	218
2023 Q3	–	Sell	-4,644	Closed	-$616K	–	248
2023 Q2	$616K	Buy	+4,644	New	+$612K	0.09%	120
2020 Q3	–	Sell	-10,415	Closed	-$1.04M	–	192
2020 Q2	$1.04M	Sell	10,415 -187	-2%	-$18.5K	0.39%	56
2020 Q1	$939K	Buy	10,602 +371	+4%	+$36K	0.43%	54
2019 Q4	$1.04M	Buy	+10,231	New	+$984K	0.43%	54
2019 Q3	–	Sell	-2,461	Closed	-$230K	–	170
2019 Q2	$230K	Buy	+2,461	New	+$221K	0.13%	126

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 Investment Advisors's XLV Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 3,087 shares worth $453K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in XLV as recently as Q3 2025.

Strategic Investment Advisors first reported a position in XLV in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2020. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Strategic Investment Advisors held 3,087 shares of State Street Health Care Select Sector SPDR ETF worth $453K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Strategic Investment Advisors position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #231 holding.
Strategic Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 8 quarters since.
Strategic Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.04M in Q2 2020.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.