Trademark Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Trademark Financial 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	–	Sell	-1,469	Closed	-$227K	–	108
2025 Q4	$227K	Buy	+1,469	New	+$220K	0.13%	90
2025 Q2	–	Sell	-3,615	Closed	-$528K	–	99
2025 Q1	$528K	Buy	+3,615	New	+$525K	0.4%	52
2024 Q4	–	Sell	-4,561	Closed	-$702K	–	103
2024 Q3	$702K	Sell	4,561 -903	-17%	-$137K	0.56%	40
2024 Q2	$796K	Sell	5,464 -52	-0.9%	-$7.46K	0.65%	32
2024 Q1	$815K	Buy	+5,516	New	+$791K	0.68%	32

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

Trademark Financial Management's XLV Position: Q1 2026 in Review

Trademark Financial Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,469 shares — an estimated $227K sold.

Trademark Financial Management first reported a position in XLV in Q1 2024 and held it in 5 quarters. The position peaked at $815K in Q1 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Trademark Financial Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Trademark Financial Management sold 1,469 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $227K.
Trademark Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Trademark Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $815K in Q1 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Trademark Financial Management's 13F filing for Q1 2026, filed 27 Apr 2026.