Vise Technologies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vise Technologies’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	$1.22M	Hold	7,870	–	–	0.02%	524
2025 Q4	$1.22M	Buy	7,870 +6,280	+395%	+$941K	0.02%	526
2025 Q3	$221K	Sell	1,590 -6,846	-81%	-$926K	0.01%	1075
2025 Q2	$1.14M	Buy	+8,436	New	+$1.14M	0.05%	405
2024 Q4	$287K	Buy	+2,089	New	+$306K	0.02%	612

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

Vise Technologies's XLV Position: Q1 2026 in Review

Vise Technologies held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 7,870 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #524.

Vise Technologies first reported a position in XLV in Q4 2024 and has held it in 5 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Vise Technologies held 7,870 shares of State Street Health Care Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Vise Technologies left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #524 holding.
Vise Technologies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.