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

Welch 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	–	Sell	-4,818	Closed	-$746K	–	333
2025 Q4	$746K	Buy	+4,818	New	+$722K	0.03%	142
2025 Q1	–	Sell	-97,418	Closed	-$13.4M	–	280
2024 Q4	$13.4M	Buy	97,418 +89,706	+1,163%	+$13.1M	0.6%	35
2024 Q3	$1.19M	Sell	7,712 -1,148	-13%	-$174K	0.05%	91
2024 Q2	$1.29M	Buy	8,860 +6,762	+322%	+$970K	0.06%	81
2024 Q1	$310K	Sell	2,098 -28,848	-93%	-$4.14M	0.02%	172
2023 Q4	$4.22M	Buy	30,946 +21,760	+237%	+$2.83M	0.23%	58
2023 Q3	$1.18M	Buy	9,186 +7,672	+507%	+$1.02M	0.07%	74
2023 Q2	$201K	Buy	+1,514	New	+$200K	0.01%	202
2023 Q1	–	Sell	-2,059	Closed	-$280K	–	230
2022 Q4	$280K	Buy	+2,059	New	+$273K	0.02%	169
2016 Q1	–	Sell	-2,542	Closed	-$183K	–	154
2015 Q4	$183K	Sell	2,542 -261	-9%	-$18.4K	0.03%	110
2015 Q3	$186K	Buy	+2,803	New	+$205K	0.04%	102

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

Welch Group's XLV Position: Q1 2026 in Review

Welch Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 4,818 shares — an estimated $746K sold.

Welch Group first reported a position in XLV in Q3 2015 and held it in 11 quarters. The position peaked at $13.4M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Welch Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Welch Group sold 4,818 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $746K.
Welch Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and held it in 11 quarters.
Welch Group's State Street Health Care Select Sector SPDR ETF position peaked at $13.4M in Q4 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.