TD Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

TD Capital Management’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	$174K	Buy	1,187 +1	+0.1%	+$154	0.02%	143
2025 Q4	$184K	Hold	1,186	–	–	0.02%	132
2025 Q3	$165K	Buy	1,186 +1	+0.1%	+$135	0.01%	136
2025 Q2	$160K	Sell	1,185 -17	-1%	-$2.3K	0.02%	135
2025 Q1	$175K	Buy	1,202 +19	+2%	+$2.76K	0.02%	120
2024 Q4	$163K	Buy	1,183 +1	+0.1%	+$146	0.02%	120
2024 Q3	$182K	Buy	1,182 +1	+0.1%	+$152	0.02%	114
2024 Q2	$172K	Hold	1,181	–	–	0.02%	112
2024 Q1	$174K	Buy	1,181 +1	+0.1%	+$143	0.02%	111
2023 Q4	$161K	Buy	1,180 +1	+0.1%	+$130	0.02%	108
2023 Q3	$152K	Buy	1,179 +1	+0.1%	+$133	0.02%	106
2023 Q2	$156K	Hold	1,178	–	–	0.02%	105
2023 Q1	$152K	Buy	1,178 +1	+0.1%	+$131	0.02%	103
2022 Q4	$160K	Buy	1,177 +1	+0.1%	+$133	0.02%	93
2022 Q3	$142K	Buy	+1,176	New	+$151K	0.02%	97
2022 Q1	–	Sell	-946	Closed	-$133K	–	355
2021 Q4	$133K	Hold	946	–	–	0.02%	107
2021 Q3	$120K	Hold	946	–	–	0.01%	107
2021 Q2	$119K	Buy	946 +80	+9%	+$9.8K	0.01%	99
2021 Q1	$101K	Buy	866 +395	+84%	+$45.6K	0.01%	99
2020 Q4	$53K	Buy	471 +400	+563%	+$43.7K	0.01%	120
2020 Q3	$7K	Buy	71 +1	+1%	+$105	﹤0.01%	190
2020 Q2	$7K	Buy	70 +50	+250%	+$4.93K	﹤0.01%	183
2020 Q1	$2K	Buy	+20	New	+$1.94K	﹤0.01%	219
2017 Q4	–	Sell	-50	Closed	-$4K	–	270
2017 Q3	$4K	Buy	+50	New	+$4.02K	﹤0.01%	202

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

TD Capital Management's XLV Position: Q1 2026 in Review

TD Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.08% in Q1 2026, buying an estimated $154 and bringing the position to 1,187 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #143.

TD Capital Management first reported a position in XLV in Q3 2017 and has held it in 24 quarters since. The position peaked at $184K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

TD Capital Management held 1,187 shares of State Street Health Care Select Sector SPDR ETF worth $174K as of Q1 2026.
TD Capital Management bought 1 State Street Health Care Select Sector SPDR ETF share in Q1 2026, an estimated $154.
State Street Health Care Select Sector SPDR ETF made up 0.02% of TD Capital Management's portfolio in Q1 2026, its #143 holding.
TD Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 24 quarters since.
TD Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $184K in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.