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Weaver Consulting Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Weaver Consulting Group’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 		$246K Hold
1,678
– – 0.06% 241
2025
Q4 		$260K Buy
+1,678
New +$251K 0.06% 227
2024
Q4 		– Sell
-1,739
Closed -$268K – 234
2024
Q3 		$268K Buy
1,739
+95
+6% +$14.4K 0.09% 176
2024
Q2 		$240K Sell
1,644
-28
-2% -$4.02K 0.08% 174
2024
Q1 		$247K Buy
1,672
+175
+12% +$25.1K 0.09% 172
2023
Q4 		$204K Sell
1,497
-135
-8% -$17.6K 0.08% 188
2023
Q3 		$210K Sell
1,632
-283
-15% -$37.6K 0.09% 170
2023
Q2 		$254K Buy
1,915
+78
+4% +$10.3K 0.11% 149
2023
Q1 		$238K Buy
+1,837
New +$240K 0.11% 155
2020
Q4 		– Sell
-1,126
Closed -$119K – 926
2020
Q3 		$119K Buy
1,126
+50
+5% +$5.26K 0.07% 169
2020
Q2 		$108K Buy
1,076
+50
+5% +$4.93K 0.06% 182
2020
Q1 		$91K Sell
1,026
-135
-12% -$13.1K 0.06% 170
2019
Q4 		$105K Sell
1,161
-50
-4% -$4.81K 0.06% 168
2019
Q3 		$112K Hold
1,211
– – 0.06% 155
2019
Q2 		$112K Hold
1,211
– – 0.06% 139
2019
Q1 		$111K Buy
+1,211
New +$109K 0.03% 303

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Weaver Consulting Group's XLV Position: Q1 2026 in Review

Weaver Consulting Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,678 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #241.

Weaver Consulting Group first reported a position in XLV in Q1 2019 and has held it in 16 quarters since. The position peaked at $268K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Weaver Consulting Group held 1,678 shares of State Street Health Care Select Sector SPDR ETF worth $246K as of Q1 2026.
  • Weaver Consulting Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Weaver Consulting Group's portfolio in Q1 2026, its #241 holding.
  • Weaver Consulting Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
  • Weaver Consulting Group's State Street Health Care Select Sector SPDR ETF position peaked at $268K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.