Total Wealth Planning & Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Total Wealth Planning & Management's XLV Position: Q1 2026 in Review
Total Wealth Planning & Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 37% in Q1 2026, selling an estimated $223K and leaving 2,490 shares worth $365K. The position accounts for 0.27% of the portfolio, ranked #127.
Total Wealth Planning & Management first reported a position in XLV in Q4 2024 and has held it in 5 quarters since. The position peaked at $633K in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Total Wealth Planning & Management held 2,490 shares of State Street Health Care Select Sector SPDR ETF worth $365K as of Q1 2026.
- Total Wealth Planning & Management sold 1,443 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $223K.
- State Street Health Care Select Sector SPDR ETF made up 0.27% of Total Wealth Planning & Management's portfolio in Q1 2026, its #127 holding.
- Total Wealth Planning & Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
- Total Wealth Planning & Management's State Street Health Care Select Sector SPDR ETF position peaked at $633K in Q1 2025.
- 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.