UAG
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United Advisor Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

United Advisor Group’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 		$503K Buy
3,434
+145
+4% +$22.4K 0.06% 287
2025
Q4 		$509K Sell
3,289
-159
-5% -$23.8K 0.06% 276
2025
Q3 		$480K Buy
3,448
+543
+19% +$73.5K 0.06% 272
2025
Q2 		$392K Sell
2,905
-1,309
-31% -$177K 0.07% 269
2025
Q1 		$615K Buy
4,214
+1,003
+31% +$146K 0.13% 161
2024
Q4 		$442K Sell
3,211
-1,834
-36% -$268K 0.09% 219
2024
Q3 		$777K Buy
+5,045
New +$765K 0.18% 129

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

United Advisor Group's XLV Position: Q1 2026 in Review

United Advisor Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.4% in Q1 2026, buying an estimated $22.4K and bringing the position to 3,434 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #287.

United Advisor Group first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $777K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • United Advisor Group held 3,434 shares of State Street Health Care Select Sector SPDR ETF worth $503K as of Q1 2026.
  • United Advisor Group bought 145 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $22.4K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #287 holding.
  • United Advisor Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's State Street Health Care Select Sector SPDR ETF position peaked at $777K 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.