WealthTrust Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthTrust Asset 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	$224K	Buy	1,525 +81	+6%	+$12.5K	0.13%	82
2025 Q4	$224K	Sell	1,444 -29	-2%	-$4.34K	0.16%	68
2025 Q3	$205K	Sell	1,473 -23	-2%	-$3.11K	0.14%	77
2025 Q2	$202K	Sell	1,496 -183	-11%	-$24.7K	0.15%	74
2025 Q1	$245K	Buy	1,679 +24	+1%	+$3.49K	0.18%	74
2024 Q4	$228K	Sell	1,655 -218	-12%	-$31.9K	0.16%	81
2024 Q3	$288K	Sell	1,873 -223	-11%	-$33.8K	0.22%	72
2024 Q2	$305K	Sell	2,096 -72	-3%	-$10.3K	0.22%	65
2024 Q1	$320K	Sell	2,168 -110	-5%	-$15.8K	0.24%	60
2023 Q4	$311K	Sell	2,278 -210	-8%	-$27.3K	0.26%	55
2023 Q3	$320K	Buy	2,488 +1	+0%	+$133	0.3%	53
2023 Q2	$330K	Sell	2,487 -267	-10%	-$35.2K	0.3%	48
2023 Q1	$357K	Sell	2,754 -160	-5%	-$20.9K	0.34%	50
2022 Q4	$396K	Sell	2,914 -55	-2%	-$7.29K	0.38%	42
2022 Q3	$360K	Sell	2,969 -100	-3%	-$12.9K	0.38%	43
2022 Q2	$394K	Sell	3,069 -167	-5%	-$21.9K	0.37%	46
2022 Q1	$443K	Buy	3,236 +12	+0.4%	+$1.59K	0.32%	46
2021 Q4	$454K	Buy	3,224 +236	+8%	+$31.3K	0.3%	46
2021 Q3	$380K	Buy	2,988 +284	+11%	+$37.5K	0.34%	44
2021 Q2	$341K	Buy	+2,704	New	+$331K	0.3%	50

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

WealthTrust Asset Management's XLV Position: Q1 2026 in Review

WealthTrust Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,525 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #82.

WealthTrust Asset Management first reported a position in XLV in Q2 2021 and has held it in 20 quarters since. The position peaked at $454K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WealthTrust Asset Management held 1,525 shares of State Street Health Care Select Sector SPDR ETF worth $224K as of Q1 2026.
WealthTrust Asset Management bought 81 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of WealthTrust Asset Management's portfolio in Q1 2026, its #82 holding.
WealthTrust Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
WealthTrust Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $454K in Q4 2021.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.