WealthBridge Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthBridge Capital Management’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	$669K	Sell	4,560 -1,003	-18%	-$155K	0.15%	102
2025 Q4	$861K	Sell	5,563 -325	-6%	-$48.7K	0.2%	85
2025 Q3	$819K	Sell	5,888 -2,964	-33%	-$401K	0.19%	88
2025 Q2	$1.19M	Sell	8,852 -762	-8%	-$103K	0.3%	67
2025 Q1	$1.4M	Sell	9,614 -1,225	-11%	-$178K	0.4%	56
2024 Q4	$1.49M	Sell	10,839 -1,590	-13%	-$233K	0.41%	50
2024 Q3	$1.91M	Sell	12,429 -288	-2%	-$43.7K	0.55%	42
2024 Q2	$1.85M	Sell	12,717 -17	-0.1%	-$2.44K	0.61%	38
2024 Q1	$1.88M	Hold	12,734	–	–	0.63%	36
2023 Q4	$1.74M	Buy	12,734 +1	+0%	+$130	0.65%	37
2023 Q3	$1.64M	Hold	12,733	–	–	0.68%	34
2023 Q2	$1.69M	Sell	12,733 -30	-0.2%	-$3.96K	0.68%	33
2023 Q1	$1.65M	Buy	12,763 +696	+6%	+$90.9K	0.66%	37
2022 Q4	$1.64M	Buy	12,067 +1,343	+13%	+$178K	0.68%	36
2022 Q3	$1.38M	Hold	10,724	–	–	0.59%	38
2022 Q2	$1.38M	Buy	10,724 +515	+5%	+$67.5K	0.59%	38
2022 Q1	$1.4M	Sell	10,209 -266	-3%	-$35.2K	0.52%	43
2021 Q4	$1.48M	Sell	10,475 -1,059	-9%	-$141K	0.55%	44
2021 Q3	$1.47M	Hold	11,534	–	–	0.55%	41
2021 Q2	$1.45M	Sell	11,534 -40	-0.3%	-$4.9K	0.53%	42
2021 Q1	$1.35M	Hold	11,574	–	–	0.55%	41
2020 Q4	$1.31M	Hold	11,574	–	–	0.57%	39
2020 Q3	$1.22M	Sell	11,574 -45	-0.4%	-$4.74K	0.63%	35
2020 Q2	$1.16M	Buy	11,619 +50	+0.4%	+$4.93K	0.66%	35
2020 Q1	$1.02M	Buy	11,569 +690	+6%	+$67K	0.71%	33
2019 Q4	$1.11M	Sell	10,879 -1,180	-10%	-$113K	0.72%	35
2019 Q3	$1.09M	Buy	12,059 +796	+7%	+$72.7K	0.78%	31
2019 Q2	$974K	Sell	11,263 -1,180	-9%	-$106K	0.89%	29
2019 Q1	$1.11M	Buy	12,443 +1,180	+10%	+$106K	0.7%	31
2018 Q4	$974K	Buy	+11,263	New	+$1.02M	0.74%	29

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

WealthBridge Capital Management's XLV Position: Q1 2026 in Review

WealthBridge Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 18% in Q1 2026, selling an estimated $155K and leaving 4,560 shares worth $669K. The position accounts for 0.15% of the portfolio, ranked #102.

WealthBridge Capital Management first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.91M in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WealthBridge Capital Management held 4,560 shares of State Street Health Care Select Sector SPDR ETF worth $669K as of Q1 2026.
WealthBridge Capital Management sold 1,003 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $155K.
State Street Health Care Select Sector SPDR ETF made up 0.15% of WealthBridge Capital Management's portfolio in Q1 2026, its #102 holding.
WealthBridge Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.91M in Q3 2024.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.