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

WealthShield 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	$153K	Sell	1,041 -2,651	-72%	-$409K	0.02%	374
2025 Q4	$572K	Buy	3,692 +3,220	+682%	+$482K	0.06%	230
2025 Q3	$65.7K	Buy	472 +29	+7%	+$3.92K	0.01%	423
2025 Q2	$59.7K	Sell	443 -155	-26%	-$20.9K	0.01%	417
2025 Q1	$87.3K	Sell	598 -69	-10%	-$10K	0.01%	381
2024 Q4	$91.8K	Sell	667 -291	-30%	-$42.6K	0.01%	347
2024 Q3	$148K	Buy	958 +600	+168%	+$90.9K	0.02%	321
2024 Q2	$52.2K	Sell	358 -11	-3%	-$1.58K	0.01%	356
2024 Q1	$54.5K	Sell	369 -510	-58%	-$73.2K	0.01%	348
2023 Q4	$120K	Buy	879 +190	+28%	+$24.7K	0.02%	310
2023 Q3	$88.7K	Buy	689 +192	+39%	+$25.5K	0.01%	344
2023 Q2	$66K	Buy	497 +200	+67%	+$26.4K	0.01%	363
2023 Q1	$38.5K	Buy	+297	New	+$38.8K	0.01%	390
2021 Q4	–	Sell	-66,994	Closed	-$8.53M	–	304
2021 Q3	$8.53M	Buy	+66,994	New	+$8.85M	2.28%	8
2021 Q2	–	Sell	-257	Closed	-$30K	–	1174
2021 Q1	$30K	Buy	+257	New	+$29.7K	0.01%	579
2020 Q4	–	Sell	-1,277	Closed	-$135K	–	431
2020 Q3	$135K	Buy	1,277 +235	+23%	+$24.7K	0.05%	261
2020 Q2	$104K	Buy	1,042 +222	+27%	+$21.9K	0.05%	225
2020 Q1	$73K	Sell	820 -230	-22%	-$22.3K	0.04%	181
2019 Q4	$107K	Buy	1,050 +1	+0.1%	+$96	0.05%	190
2019 Q3	$95K	Buy	1,049 +1	+0.1%	+$91	0.05%	184
2019 Q2	$97K	Sell	1,048 -10,624	-91%	-$955K	0.06%	165
2019 Q1	$1.07M	Buy	11,672 +11,425	+4,626%	+$1.03M	0.6%	36
2018 Q4	$21K	Buy	247 +15	+6%	+$1.36K	0.01%	188
2018 Q3	$22K	Hold	232	–	–	0.01%	187
2018 Q2	$19K	Sell	232 -2,967	-93%	-$246K	0.01%	184
2018 Q1	$260K	Sell	3,199 -36,286	-92%	-$3.09M	0.16%	99
2017 Q4	$3.3M	Buy	+39,485	New	+$3.26M	2.01%	15

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

WealthShield Partners's XLV Position: Q1 2026 in Review

WealthShield Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 72% in Q1 2026, selling an estimated $409K and leaving 1,041 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #374.

WealthShield Partners first reported a position in XLV in Q4 2017 and has held it in 27 quarters since. The position peaked at $8.53M in Q3 2021. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WealthShield Partners held 1,041 shares of State Street Health Care Select Sector SPDR ETF worth $153K as of Q1 2026.
WealthShield Partners sold 2,651 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $409K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #374 holding.
WealthShield Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
WealthShield Partners's State Street Health Care Select Sector SPDR ETF position peaked at $8.53M in Q3 2021.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.