VIA
XLV icon

Vickerman Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vickerman Investment Advisors’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 		$10.5M Sell
71,623
-684
-0.9% -$106K 2.21% 11
2025
Q4 		$11.2M Sell
72,307
-2,291
-3% -$343K 2.24% 11
2025
Q3 		$10.4M Buy
74,598
+2,069
+3% +$280K 2.1% 12
2025
Q2 		$9.78M Buy
72,529
+2,949
+4% +$398K 2.1% 12
2025
Q1 		$10.2M Buy
69,580
+3,434
+5% +$499K 2.3% 9
2024
Q4 		$9.1M Sell
66,146
-280
-0.4% -$41K 2.47% 8
2024
Q3 		$10.2M Buy
66,426
+441
+0.7% +$66.8K 3.01% 6
2024
Q2 		$9.62M Sell
65,985
-3,901
-6% -$560K 3.09% 6
2024
Q1 		$10.3M Buy
69,886
+2,079
+3% +$298K 3.33% 7
2023
Q4 		$9.25M Buy
67,807
+6,327
+10% +$823K 3.15% 6
2023
Q3 		$7.91M Sell
61,480
-296
-0.5% -$39.3K 3.23% 5
2023
Q2 		$8.2M Buy
61,776
+433
+0.7% +$57.1K 3.2% 5
2023
Q1 		$7.94M Buy
61,343
+3,054
+5% +$399K 3.13% 6
2022
Q4 		$7.92M Sell
58,289
-326
-0.6% -$43.2K 3.59% 5
2022
Q3 		$7.1M Buy
58,615
+1,831
+3% +$236K 3.43% 5
2022
Q2 		$7.28M Sell
56,784
-1,762
-3% -$231K 3.45% 5
2022
Q1 		$7.6M Buy
58,546
+344
+0.6% +$45.5K 3.37% 6
2021
Q4 		$8.2M Sell
58,202
-5,741
-9% -$762K 3.31% 8
2021
Q3 		$8.14M Buy
+63,943
New +$8.45M 3.25% 9

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

Vickerman Investment Advisors's XLV Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.95% in Q1 2026, selling an estimated $106K and leaving 71,623 shares worth $10.5M. The position accounts for 2.21% of the portfolio, ranked #11.

Vickerman Investment Advisors first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Vickerman Investment Advisors held 71,623 shares of State Street Health Care Select Sector SPDR ETF worth $10.5M as of Q1 2026.
  • Vickerman Investment Advisors sold 684 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $106K.
  • State Street Health Care Select Sector SPDR ETF made up 2.21% of Vickerman Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Vickerman Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $11.2M in Q4 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.