WealthCare Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthCare Investment Partners’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	$2.89M	Buy	19,791 +1,406	+8%	+$217K	0.8%	36
2025 Q4	$2.86M	Sell	18,385 -1,894	-9%	-$284K	0.83%	32
2025 Q3	$2.91M	Sell	20,279 -5,907	-23%	-$799K	0.94%	26
2025 Q2	$3.55M	Sell	26,186 -1,566	-6%	-$211K	1.28%	19
2025 Q1	$3.68M	Buy	27,752 +260	+0.9%	+$37.8K	1.56%	17
2024 Q4	$3.78M	Buy	27,492 +399	+1%	+$58.4K	1.65%	15
2024 Q3	$4.09M	Buy	27,093 +455	+2%	+$69K	1.79%	14
2024 Q2	$3.88M	Buy	26,638 +1,002	+4%	+$144K	1.8%	14
2024 Q1	$3.79M	Buy	25,636 +1,702	+7%	+$244K	1.83%	15
2023 Q4	$3.36M	Sell	23,934 -328	-1%	-$42.7K	1.83%	12
2023 Q3	$3.12M	Buy	24,262 +482	+2%	+$64K	1.9%	13
2023 Q2	$3.13M	Buy	23,780 +3,204	+16%	+$422K	1.88%	12
2023 Q1	$2.66M	Buy	20,576 +6,668	+48%	+$871K	1.61%	15
2022 Q4	$1.89M	Buy	13,908 +6,062	+77%	+$803K	1.29%	19
2022 Q3	$950K	Buy	7,846 +2,041	+35%	+$263K	0.79%	40
2022 Q2	$744K	Buy	5,805 +554	+11%	+$72.6K	0.64%	48
2022 Q1	$732K	Sell	5,251 -684	-12%	-$90.6K	0.65%	46
2021 Q4	$836K	Buy	+5,935	New	+$788K	0.81%	37

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

WealthCare Investment Partners's XLV Position: Q1 2026 in Review

WealthCare Investment Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.6% in Q1 2026, buying an estimated $217K and bringing the position to 19,791 shares worth $2.89M. The position accounts for 0.8% of the portfolio, ranked #36.

WealthCare Investment Partners first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.09M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WealthCare Investment Partners held 19,791 shares of State Street Health Care Select Sector SPDR ETF worth $2.89M as of Q1 2026.
WealthCare Investment Partners bought 1,406 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $217K.
State Street Health Care Select Sector SPDR ETF made up 0.8% of WealthCare Investment Partners's portfolio in Q1 2026, its #36 holding.
WealthCare Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.09M in Q3 2024.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.