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

WCG Wealth 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	–	Sell	-10,682	Closed	-$1.65M	–	550
2025 Q4	$1.65M	Sell	10,682 -36,334	-77%	-$5.44M	0.05%	283
2025 Q3	$6.54M	Sell	47,016 -4,649	-9%	-$629K	0.41%	71
2025 Q2	$6.96M	Buy	+51,665	New	+$6.98M	0.45%	70
2024 Q4	–	Sell	-23,692	Closed	-$3.65M	–	328
2024 Q3	$3.65M	Buy	+23,692	New	+$3.59M	0.25%	102

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

WCG Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 10,682 shares — an estimated $1.65M sold.

WCG Wealth Advisors first reported a position in XLV in Q3 2024 and held it in 4 quarters. The position peaked at $6.96M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WCG Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,682 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.65M.
WCG Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
WCG Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $6.96M in Q2 2025.
1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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