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Wilson & Boucher Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wilson & Boucher Capital 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 		$2.2M Sell
15,009
-405
-3% -$62.5K 1.46% 17
2025
Q4 		$2.39M Sell
15,414
-300
-2% -$44.9K 1.57% 17
2025
Q3 		$2.19M Sell
15,714
-1,375
-8% -$186K 1.44% 17
2025
Q2 		$2.3M Buy
17,089
+575
+3% +$77.6K 1.61% 16
2025
Q1 		$2.41M Buy
16,514
+850
+5% +$123K 1.8% 13
2024
Q4 		$2.15M Buy
15,664
+225
+1% +$32.9K 1.53% 16
2024
Q3 		$2.38M Buy
15,439
+1,805
+13% +$274K 1.64% 16
2024
Q2 		$1.99M Buy
13,634
+1,114
+9% +$160K 1.52% 18
2024
Q1 		$1.85M Buy
12,520
+850
+7% +$122K 1.46% 18
2023
Q4 		$1.59M Buy
11,670
+395
+4% +$51.4K 1.34% 20
2023
Q3 		$1.45M Buy
11,275
+619
+6% +$82.2K 1.38% 19
2023
Q2 		$1.41M Sell
10,656
-50
-0.5% -$6.59K 1.27% 23
2023
Q1 		$1.39M Buy
10,706
+235
+2% +$30.7K 1.33% 22
2022
Q4 		$1.42M Buy
10,471
+315
+3% +$41.7K 1.46% 22
2022
Q3 		$1.23M Buy
10,156
+269
+3% +$34.6K 1.43% 21
2022
Q2 		$1.27M Sell
9,887
-530
-5% -$69.5K 1.39% 20
2022
Q1 		$1.43M Buy
10,417
+1,052
+11% +$139K 1.29% 22
2021
Q4 		$1.32M Buy
+9,365
New +$1.24M 1.19% 26

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 $424B AUM 22.94% 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

Wilson & Boucher Capital Management's XLV Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.6% in Q1 2026, selling an estimated $62.5K and leaving 15,009 shares worth $2.2M. The position accounts for 1.46% of the portfolio, ranked #17.

Wilson & Boucher Capital Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q1 2025. 1,810 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Wilson & Boucher Capital Management held 15,009 shares of State Street Health Care Select Sector SPDR ETF worth $2.2M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 405 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $62.5K.
  • State Street Health Care Select Sector SPDR ETF made up 1.46% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #17 holding.
  • Wilson & Boucher Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.41M in Q1 2025.
  • 1,810 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.