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

Tripletail Wealth 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	$48.4K	Sell	330 -700	-68%	-$108K	0.07%	146
2025 Q4	$159K	Hold	1,030	–	–	0.2%	82
2025 Q3	$148K	Buy	+1,030	New	+$139K	0.18%	90

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

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

Tripletail Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 68% in Q1 2026, selling an estimated $108K and leaving 330 shares worth $48.4K. The position accounts for 0.07% of the portfolio, ranked #146.

Tripletail Wealth Management first reported a position in XLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Tripletail Wealth Management held 330 shares of State Street Health Care Select Sector SPDR ETF worth $48.4K as of Q1 2026.
Tripletail Wealth Management sold 700 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $108K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Tripletail Wealth Management's portfolio in Q1 2026, its #146 holding.
Tripletail Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Tripletail Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $159K in Q4 2025.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.