Wealth Advisory Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealth Advisory Solutions’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	$578K	Buy	3,939 +64	+2%	+$9.87K	0.13%	86
2025 Q4	$600K	Sell	3,875 -110	-3%	-$16.5K	0.14%	78
2025 Q3	$555K	Buy	3,985 +24	+0.6%	+$3.25K	0.13%	86
2025 Q2	$534K	Sell	3,961 -5	-0.1%	-$675	0.14%	87
2025 Q1	$579K	Sell	3,966 -133	-3%	-$19.3K	0.15%	83
2024 Q4	$564K	Buy	4,099 +106	+3%	+$15.5K	0.16%	79
2024 Q3	$615K	Sell	3,993 -140	-3%	-$21.2K	0.17%	76
2024 Q2	$602K	Buy	4,133 +21	+0.5%	+$3.01K	0.16%	75
2024 Q1	$607K	Sell	4,112 -515	-11%	-$73.9K	0.16%	75
2023 Q4	$631K	Sell	4,627 -4,866	-51%	-$633K	0.22%	49
2023 Q3	$1.26M	Buy	+9,493	New	+$1.26M	0.25%	61
2023 Q2	–	Sell	-4,997	Closed	-$647K	–	137
2023 Q1	$647K	Sell	4,997 -9,201	-65%	-$1.2M	0.17%	81
2022 Q4	$1.93M	Sell	14,198 -168	-1%	-$22.3K	0.52%	52
2022 Q3	$1.74M	Sell	14,366 -23	-0.2%	-$2.96K	0.48%	59
2022 Q2	$1.84M	Sell	14,389 -618	-4%	-$81K	0.45%	65
2022 Q1	$2.06M	Buy	+15,007	New	+$1.99M	0.43%	63
2021 Q3	$2M	Buy	15,673 +848	+6%	+$112K	0.44%	59
2021 Q2	$1.87M	Buy	14,825 +70	+0.5%	+$8.58K	0.44%	64
2021 Q1	$2K	Buy	14,755 +19	+0.1%	+$2.19K	﹤0.01%	118
2020 Q4	$1.67M	Sell	14,736 -155	-1%	-$16.9K	0.45%	58
2020 Q3	$1.57M	Sell	14,891 -4,216	-22%	-$444K	0.42%	66
2020 Q2	$1.91M	Sell	19,107 -214	-1%	-$21.1K	0.53%	55
2020 Q1	$1.71M	Sell	19,321 -3,032	-14%	-$295K	0.58%	56
2019 Q4	$2.28M	Buy	+22,353	New	+$2.15M	0.6%	55

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

Wealth Advisory Solutions's XLV Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q1 2026, buying an estimated $9.87K and bringing the position to 3,939 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #86.

Wealth Advisory Solutions first reported a position in XLV in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.28M in Q4 2019. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Wealth Advisory Solutions held 3,939 shares of State Street Health Care Select Sector SPDR ETF worth $578K as of Q1 2026.
Wealth Advisory Solutions bought 64 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.87K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Wealth Advisory Solutions's portfolio in Q1 2026, its #86 holding.
Wealth Advisory Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
Wealth Advisory Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $2.28M in Q4 2019.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.