SW
XLV icon

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

StrongBox Wealth’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 		$219K Sell
1,497
-313
-17% -$48.3K 0.07% 91
2025
Q4 		$280K Sell
1,810
-107
-6% -$16K 0.09% 86
2025
Q3 		$267K Buy
1,917
+3
+0.2% +$406 0.09% 84
2025
Q2 		$258K Buy
1,914
+2
+0.1% +$270 0.1% 83
2025
Q1 		$279K Buy
1,912
+313
+20% +$45.5K 0.12% 80
2024
Q4 		$220K Sell
1,599
-534
-25% -$78.1K 0.09% 87
2024
Q3 		$329K Buy
2,133
+6
+0.3% +$909 0.14% 71
2024
Q2 		$310K Buy
2,127
+263
+14% +$37.7K 0.15% 69
2024
Q1 		$275K Sell
1,864
-16
-0.9% -$2.29K 0.15% 69
2023
Q4 		$256K Buy
1,880
+208
+12% +$27.1K 0.15% 69
2023
Q3 		$215K Buy
1,672
+3
+0.2% +$398 0.14% 78
2023
Q2 		$222K Buy
1,669
+2
+0.1% +$264 0.14% 81
2023
Q1 		$216K Buy
1,667
+34
+2% +$4.44K 0.14% 81
2022
Q4 		$222K Buy
+1,633
New +$216K 0.16% 75
2022
Q1 		– Sell
-1,843
Closed -$260K – 105
2021
Q4 		$260K Buy
1,843
+81
+5% +$10.8K 0.13% 90
2021
Q3 		$224K Sell
1,762
-173
-9% -$22.9K 0.13% 95
2021
Q2 		$244K Sell
1,935
-368
-16% -$45.1K 0.14% 92
2021
Q1 		$269K Sell
2,303
-57
-2% -$6.58K 0.17% 81
2020
Q4 		$268K Buy
2,360
+66
+3% +$7.2K 0.17% 79
2020
Q3 		$242K Sell
2,294
-266
-10% -$28K 0.18% 73
2020
Q2 		$256K Buy
2,560
+151
+6% +$14.9K 0.23% 73
2020
Q1 		$213K Buy
+2,409
New +$234K 0.24% 76

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

StrongBox Wealth's XLV Position: Q1 2026 in Review

StrongBox Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q1 2026, selling an estimated $48.3K and leaving 1,497 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #91.

StrongBox Wealth first reported a position in XLV in Q1 2020 and has held it in 22 quarters since. The position peaked at $329K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • StrongBox Wealth held 1,497 shares of State Street Health Care Select Sector SPDR ETF worth $219K as of Q1 2026.
  • StrongBox Wealth sold 313 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $48.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of StrongBox Wealth's portfolio in Q1 2026, its #91 holding.
  • StrongBox Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
  • StrongBox Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $329K in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.