Visionary Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$894K Buy
6,096
+507
+9% +$78.2K 0.04% 303
2025
Q4
$865K Sell
5,589
-235
-4% -$35.2K 0.04% 298
2025
Q3
$810K Sell
5,824
-386
-6% -$52.2K 0.04% 309
2025
Q2
$837K Sell
6,210
-36
-0.6% -$4.86K 0.04% 298
2025
Q1
$912K Sell
6,246
-322
-5% -$46.8K 0.05% 271
2024
Q4
$904K Sell
6,568
-11,156
-63% -$1.63M 0.05% 272
2024
Q3
$2.73M Sell
17,724
-475
-3% -$72K 0.17% 137
2024
Q2
$2.65M Buy
18,199
+1,305
+8% +$187K 0.17% 136
2024
Q1
$2.5M Buy
16,894
+11,253
+199% +$1.61M 0.17% 147
2023
Q4
$769K Sell
5,641
-1,845
-25% -$240K 0.06% 257
2023
Q3
$964K Sell
7,486
-412
-5% -$54.7K 0.08% 215
2023
Q2
$1.05M Sell
7,898
-8,932
-53% -$1.18M 0.08% 201
2023
Q1
$2.18M Buy
16,830
+6,072
+56% +$793K 0.18% 120
2022
Q4
$1.46M Sell
10,758
-374
-3% -$49.6K 0.13% 148
2022
Q3
$1.35M Sell
11,132
-28,126
-72% -$3.62M 0.14% 144
2022
Q2
$5.03M Buy
39,258
+27,260
+227% +$3.57M 0.45% 62
2022
Q1
$1.64M Sell
11,998
-4,686
-28% -$620K 0.13% 141
2021
Q4
$2.35M Buy
+16,684
New +$2.22M 0.19% 111
2020
Q1
Sell
-2,979
Closed -$303K 230
2019
Q4
$303K Buy
+2,979
New +$286K 0.05% 163

Other funds holding XLV

Visionary Wealth Advisors's XLV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.1% in Q1 2026, buying an estimated $78.2K and bringing the position to 6,096 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #303.

Visionary Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.03M in Q2 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Visionary Wealth Advisors held 6,096 shares of State Street Health Care Select Sector SPDR ETF worth $894K as of Q1 2026.
  • Visionary Wealth Advisors bought 507 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $78.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #303 holding.
  • Visionary Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.03M in Q2 2022.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.