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

Whalen Wealth Management’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
-2,178
Closed -$337K – 236
2025
Q4 		$337K Sell
2,178
-311
-12% -$46.6K 0.18% 152
2025
Q3 		$346K Buy
+2,489
New +$337K 0.2% 117

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Whalen Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 2,178 shares — an estimated $337K sold.

Whalen Wealth Management first reported a position in XLV in Q3 2025 and held it in 2 quarters. The position peaked at $346K in Q3 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Whalen Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,178 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $337K.
  • Whalen Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $346K in Q3 2025.
  • 1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.