Vertex Planning Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Vertex Planning Partners's XLV Position: Q1 2026 in Review
Vertex Planning Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q1 2026, buying an estimated $138K and bringing the position to 3,927 shares worth $576K. The position accounts for 0.11% of the portfolio, ranked #71.
Vertex Planning Partners first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Vertex Planning Partners held 3,927 shares of State Street Health Care Select Sector SPDR ETF worth $576K as of Q1 2026.
- Vertex Planning Partners bought 896 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $138K.
- State Street Health Care Select Sector SPDR ETF made up 0.11% of Vertex Planning Partners's portfolio in Q1 2026, its #71 holding.
- Vertex Planning Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.