Trask Adam Roland’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Trask Adam Roland’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	$129K	Buy	+883	New	+$136K	0.12%	70

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Trask Adam Roland's XLV Position: Q1 2026 in Review

Trask Adam Roland opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 883 shares worth $129K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings.

1,812 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Trask Adam Roland held 883 shares of State Street Health Care Select Sector SPDR ETF worth $129K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Trask Adam Roland position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Trask Adam Roland's portfolio in Q1 2026, its #70 holding.
1,812 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.