Wealthspire Advisors (New York)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealthspire Advisors (New York)’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	$2.57M	Sell	17,556 -365	-2%	-$56.3K	0.02%	248
2025 Q4	$2.77M	Buy	17,921 +227	+1%	+$34K	0.02%	242
2025 Q3	$2.46M	Sell	17,694 -11,795	-40%	-$1.6M	0.01%	248
2025 Q2	$3.97M	Buy	29,489 +885	+3%	+$120K	0.02%	178
2025 Q1	$4.18M	Sell	28,604 -1,027	-3%	-$149K	0.03%	174
2024 Q4	$4.08M	Buy	29,631 +514	+2%	+$75.2K	0.04%	160
2024 Q3	$4.48M	Buy	29,117 +3,461	+13%	+$525K	0.05%	153
2024 Q2	$3.74M	Buy	25,656 +11,212	+78%	+$1.61M	0.05%	137
2024 Q1	$2.13M	Sell	14,444 -207	-1%	-$29.7K	0.03%	189
2023 Q4	$2M	Buy	14,651 +1,658	+13%	+$216K	0.03%	193
2023 Q3	$1.67M	Sell	12,993 -1,081	-8%	-$144K	0.03%	193
2023 Q2	$1.87M	Sell	14,074 -43	-0.3%	-$5.67K	0.03%	159
2023 Q1	$1.83M	Buy	14,117 +128	+0.9%	+$16.7K	0.03%	166
2022 Q4	$1.9M	Buy	13,989 +622	+5%	+$82.4K	0.03%	161
2022 Q3	$1.62M	Buy	13,367 +939	+8%	+$121K	0.03%	165
2022 Q2	$1.59M	Buy	12,428 +6,192	+99%	+$812K	0.03%	161
2022 Q1	$854K	Buy	6,236 +1,409	+29%	+$187K	0.02%	208
2021 Q4	$680K	Sell	4,827 -249	-5%	-$33.1K	0.02%	272
2021 Q3	$646K	Buy	+5,076	New	+$671K	0.01%	311
2021 Q2	–	Sell	-5,887	Closed	-$687K	–	680
2021 Q1	$687K	Buy	+5,887	New	+$680K	0.02%	329
2020 Q2	–	Sell	-4,971	Closed	-$440K	–	540
2020 Q1	$440K	Buy	+4,971	New	+$483K	0.02%	313
2019 Q1	–	Sell	-62	Closed	-$5K	–	818
2018 Q4	$5K	Buy	+62	New	+$5.61K	﹤0.01%	660

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealthspire Advisors (New York)'s XLV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2% in Q1 2026, selling an estimated $56.3K and leaving 17,556 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #248.

Wealthspire Advisors (New York) first reported a position in XLV in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.48M in Q3 2024. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Wealthspire Advisors (New York) held 17,556 shares of State Street Health Care Select Sector SPDR ETF worth $2.57M as of Q1 2026.
Wealthspire Advisors (New York) sold 365 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $56.3K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #248 holding.
Wealthspire Advisors (New York) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s State Street Health Care Select Sector SPDR ETF position peaked at $4.48M in Q3 2024.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.