SWMG LLC
XLV icon

SWMG LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SWMG LLC’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
Q3 		$397K Buy
2,189
+77
+4% +$12.8K 0.09% 81
2026
Q2 		$334K Sell
2,112
-39
-2% -$5.8K 0.08% 79
2026
Q1 		$315K Sell
2,151
-254
-11% -$39.2K 0.09% 86
2025
Q4 		$379K Sell
2,405
-206
-8% -$30.9K 0.11% 80
2025
Q3 		$381K Sell
2,611
-765
-23% -$104K 0.12% 78
2025
Q2 		$457K Buy
3,376
+364
+12% +$49.2K 0.15% 79
2025
Q1 		$416K Sell
3,012
-271
-8% -$39.4K 0.17% 86
2024
Q4 		$467K Buy
3,283
+124
+4% +$18.1K 0.19% 78
2024
Q3 		$464K Buy
3,159
+9
+0.3% +$1.36K 0.19% 77
2024
Q2 		$459K Buy
3,150
+265
+9% +$38K 0.2% 62
2024
Q1 		$426K Buy
2,885
+303
+12% +$43.5K 0.19% 62
2023
Q4 		$352K Sell
2,582
-5,208
-67% -$678K 0.17% 70
2023
Q3 		$1M Buy
7,790
+2,526
+48% +$335K 0.53% 36
2023
Q2 		$699K Buy
5,264
+1,742
+49% +$230K 0.37% 38
2023
Q1 		$456K Buy
3,522
+1,067
+43% +$139K 0.25% 50
2022
Q4 		$334K Buy
+2,455
New +$325K 0.2% 56

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

SWMG LLC's XLV Position: Q3 2026 in Review

SWMG LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q3 2026, buying an estimated $12.8K and bringing the position to 2,189 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #81.

SWMG LLC first reported a position in XLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1M in Q3 2023. 1,362 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • SWMG LLC held 2,189 shares of State Street Health Care Select Sector SPDR ETF worth $397K as of Q3 2026.
  • SWMG LLC bought 77 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $12.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of SWMG LLC's portfolio in Q3 2026, its #81 holding.
  • SWMG LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • SWMG LLC's State Street Health Care Select Sector SPDR ETF position peaked at $1M in Q3 2023.
  • 1,362 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.