Wealth Dimensions Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealth Dimensions Group’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 Q3	$212K	Buy	+1,258	New	+$210K	0.04%	175
2025 Q2	–	Sell	-1,633	Closed	-$238K	–	175
2025 Q1	$238K	Hold	1,633	–	–	0.06%	144
2024 Q4	$225K	Hold	1,633	–	–	0.06%	143
2024 Q3	$252K	Hold	1,633	–	–	0.06%	127
2024 Q2	$238K	Hold	1,633	–	–	0.07%	127
2024 Q1	$241K	Hold	1,633	–	–	0.07%	125
2023 Q4	$223K	Buy	+1,633	New	+$212K	0.07%	124

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Dimensions Group's XLV Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,258 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in XLV as recently as Q1 2025.

Wealth Dimensions Group first reported a position in XLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $252K in Q3 2024. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Wealth Dimensions Group held 1,258 shares of State Street Health Care Select Sector SPDR ETF worth $212K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Wealth Dimensions Group position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Wealth Dimensions Group's portfolio in Q3 2026, its #175 holding.
Wealth Dimensions Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Wealth Dimensions Group's State Street Health Care Select Sector SPDR ETF position peaked at $252K in Q3 2024.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.