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 Q3	$408K	Buy	+2,422	New	+$404K	0.01%	220
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Welch Group's XLV Position: Q3 2026 in Review

Welch Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 2,422 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Welch Group previously reported a position in XLV as recently as Q4 2025.

Welch Group first reported a position in XLV in Q3 2015 and has held it in 12 quarters since. The position peaked at $13.4M in Q4 2024. 842 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Welch Group held 2,422 shares of State Street Health Care Select Sector SPDR ETF worth $408K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Welch Group position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #220 holding.
Welch Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and has held it in 12 quarters since.
Welch Group's State Street Health Care Select Sector SPDR ETF position peaked at $13.4M in Q4 2024.
842 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.