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

WESCAP Management 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 		$448K Sell
3,057
-301
-9% -$46.4K 0.09% 94
2025
Q4 		$520K Sell
3,358
-68
-2% -$10.2K 0.11% 84
2025
Q3 		$477K Sell
3,426
-285
-8% -$38.6K 0.1% 85
2025
Q2 		$500K Sell
3,711
-14
-0.4% -$1.89K 0.11% 80
2025
Q1 		$544K Buy
3,725
+89
+2% +$12.9K 0.13% 71
2024
Q4 		$500K Sell
3,636
-289
-7% -$42.3K 0.12% 75
2024
Q3 		$605K Sell
3,925
-1
-0% -$152 0.15% 67
2024
Q2 		$572K Buy
3,926
+1
+0% +$143 0.16% 67
2024
Q1 		$580K Sell
3,925
-299
-7% -$42.9K 0.17% 69
2023
Q4 		$576K Sell
4,224
-374
-8% -$48.7K 0.19% 64
2023
Q3 		$592K Sell
4,598
-354
-7% -$47K 0.21% 62
2023
Q2 		$657K Sell
4,952
-323
-6% -$42.6K 0.23% 60
2023
Q1 		$683K Buy
5,275
+559
+12% +$73K 0.24% 60
2022
Q4 		$641K Buy
4,716
+1,298
+38% +$172K 0.23% 61
2022
Q3 		$413K Buy
3,418
+137
+4% +$17.6K 0.16% 77
2022
Q2 		$420K Buy
3,281
+295
+10% +$38.7K 0.14% 77
2022
Q1 		$409K Hold
2,986
– – 0.12% 78
2021
Q4 		$420K Buy
2,986
+274
+10% +$36.4K 0.12% 74
2021
Q3 		$345K Hold
2,712
– – 0.1% 74
2021
Q2 		$341K Hold
2,712
– – 0.1% 74
2021
Q1 		$316K Sell
2,712
-74
-3% -$8.54K 0.09% 76
2020
Q4 		$316K Sell
2,786
-2,423
-47% -$264K 0.09% 71
2020
Q3 		$549K Sell
5,209
-226
-4% -$23.8K 0.18% 63
2020
Q2 		$543K Sell
5,435
-22
-0.4% -$2.17K 0.19% 67
2020
Q1 		$483K Buy
+5,457
New +$530K 0.2% 64

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

WESCAP Management Group's XLV Position: Q1 2026 in Review

WESCAP Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9% in Q1 2026, selling an estimated $46.4K and leaving 3,057 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #94.

WESCAP Management Group first reported a position in XLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $683K in Q1 2023. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • WESCAP Management Group held 3,057 shares of State Street Health Care Select Sector SPDR ETF worth $448K as of Q1 2026.
  • WESCAP Management Group sold 301 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $46.4K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of WESCAP Management Group's portfolio in Q1 2026, its #94 holding.
  • WESCAP Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • WESCAP Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $683K in Q1 2023.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.