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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$861K Sell
5,872
-379
-6% -$58.5K 0.06% 215
2025
Q4
$968K Sell
6,251
-27
-0.4% -$4.04K 0.07% 194
2025
Q3
$874K Sell
6,278
-396
-6% -$53.6K 0.06% 206
2025
Q2
$900K Sell
6,674
-97
-1% -$13.1K 0.07% 192
2025
Q1
$989K Buy
6,771
+1
+0% +$145 0.09% 173
2024
Q4
$931K Sell
6,770
-47
-0.7% -$6.88K 0.08% 178
2024
Q3
$1.05M Buy
6,817
+2
+0% +$303 0.09% 167
2024
Q2
$993K Buy
6,815
+52
+0.8% +$7.46K 0.1% 163
2024
Q1
$999K Buy
6,763
+14
+0.2% +$2.01K 0.1% 149
2023
Q4
$920K Buy
6,749
+920
+16% +$120K 0.1% 135
2023
Q3
$750K Buy
5,829
+524
+10% +$69.6K 0.09% 138
2023
Q2
$704K Buy
5,305
+343
+7% +$45.2K 0.08% 143
2023
Q1
$642K Sell
4,962
-113
-2% -$14.8K 0.08% 140
2022
Q4
$689K Buy
5,075
+44
+0.9% +$5.83K 0.1% 134
2022
Q3
$609K Buy
5,031
+45
+0.9% +$5.8K 0.09% 137
2022
Q2
$639K Sell
4,986
-41
-0.8% -$5.37K 0.09% 138
2022
Q1
$689K Sell
5,027
-163
-3% -$21.6K 0.09% 156
2021
Q4
$731K Hold
5,190
0.09% 149
2021
Q3
$661K Buy
5,190
+2
+0% +$264 0.09% 146
2021
Q2
$653K Sell
5,188
-61
-1% -$7.48K 0.1% 157
2021
Q1
$613K Hold
5,249
0.11% 146
2020
Q4
$595K Buy
+5,249
New +$573K 0.12% 129

Other funds holding XLV

Tradition Wealth Management's XLV Position: Q1 2026 in Review

Tradition Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.1% in Q1 2026, selling an estimated $58.5K and leaving 5,872 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #215.

Tradition Wealth Management first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Tradition Wealth Management held 5,872 shares of State Street Health Care Select Sector SPDR ETF worth $861K as of Q1 2026.
  • Tradition Wealth Management sold 379 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $58.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Tradition Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.05M 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.