Western Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.26M Buy
56,334
+4,537
+9% +$700K 0.31% 53
2025
Q4
$8.02M Buy
51,797
+1,680
+3% +$252K 0.37% 47
2025
Q3
$6.97M Sell
50,117
-1,347
-3% -$182K 0.37% 48
2025
Q2
$6.94M Sell
51,464
-1,867
-4% -$252K 0.41% 43
2025
Q1
$7.79M Buy
53,331
+414
+0.8% +$60.1K 0.52% 41
2024
Q4
$7.28M Sell
52,917
-5,798
-10% -$848K 0.47% 41
2024
Q3
$9.04M Sell
58,715
-3,729
-6% -$565K 0.52% 38
2024
Q2
$9.1M Sell
62,444
-758
-1% -$109K 0.67% 27
2024
Q1
$9.34M Buy
63,202
+5,746
+10% +$824K 0.73% 27
2023
Q4
$7.84M Sell
57,456
-11,830
-17% -$1.54M 0.56% 34
2023
Q3
$8.92M Sell
69,286
-1,394
-2% -$185K 0.75% 24
2023
Q2
$9.38M Sell
70,680
-4,530
-6% -$597K 0.8% 21
2023
Q1
$9.74M Buy
75,210
+1,548
+2% +$202K 0.91% 20
2022
Q4
$10M Sell
73,662
-56,318
-43% -$7.46M 1.02% 17
2022
Q3
$15.7M Buy
129,980
+5,249
+4% +$676K 0.9% 20
2022
Q2
$16M Buy
124,731
+2,596
+2% +$340K 0.92% 18
2022
Q1
$16.7M Buy
122,135
+61,606
+102% +$8.16M 0.81% 20
2021
Q4
$8.51M Buy
+60,529
New +$8.04M 0.84% 21
2021
Q2
$7.84M Buy
62,320
+488
+0.8% +$59.8K 0.81% 18
2021
Q1
$7.22M Buy
61,832
+1,852
+3% +$214K 0.97% 17
2020
Q4
$6.8M Buy
59,980
+4,082
+7% +$446K 1% 14
2020
Q3
$5.9M Buy
55,898
+2,985
+6% +$314K 0.96% 18
2020
Q2
$5.3M Buy
52,913
+30,210
+133% +$2.98M 0.96% 19
2020
Q1
$2.01M Sell
22,703
-105,288
-82% -$10.2M 0.46% 47
2019
Q4
$12.4M Buy
127,991
+107,743
+532% +$10.4M 1.88% 8
2019
Q3
$1.83M Sell
20,248
-207,773
-91% -$19M 0.38% 59
2019
Q2
$20.6M Buy
228,021
+207,066
+988% +$18.6M 2.7% 4
2019
Q1
$1.92M Sell
20,955
-1,044
-5% -$94.1K 0.43% 52
2018
Q4
$1.92M Buy
+21,999
New +$1.99M 0.52% 39

Other funds holding XLV

Western Wealth Management's XLV Position: Q1 2026 in Review

Western Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.8% in Q1 2026, buying an estimated $700K and bringing the position to 56,334 shares worth $8.26M. The position accounts for 0.31% of the portfolio, ranked #53.

Western Wealth Management first reported a position in XLV in Q4 2018 and has held it in 29 quarters since. The position peaked at $20.6M in Q2 2019. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Western Wealth Management held 56,334 shares of State Street Health Care Select Sector SPDR ETF worth $8.26M as of Q1 2026.
  • Western Wealth Management bought 4,537 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $700K.
  • State Street Health Care Select Sector SPDR ETF made up 0.31% of Western Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Western Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $20.6M in Q2 2019.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.