Wood Tarver Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wood Tarver Financial 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	$523K	Sell	3,571 -61	-2%	-$9.41K	0.14%	87
2025 Q4	$562K	Buy	3,632 +565	+18%	+$84.6K	0.16%	86
2025 Q3	$426K	Sell	3,067 -60	-2%	-$8.12K	0.13%	99
2025 Q2	$421K	Sell	3,127 -338	-10%	-$45.6K	0.13%	95
2025 Q1	$506K	Buy	3,465 +35	+1%	+$5.08K	0.16%	82
2024 Q4	$471K	Buy	+3,430	New	+$502K	0.16%	84

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wood Tarver Financial Group's XLV Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q1 2026, selling an estimated $9.41K and leaving 3,571 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #87.

Wood Tarver Financial Group first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Wood Tarver Financial Group held 3,571 shares of State Street Health Care Select Sector SPDR ETF worth $523K as of Q1 2026.
Wood Tarver Financial Group sold 61 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.41K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Wood Tarver Financial Group's portfolio in Q1 2026, its #87 holding.
Wood Tarver Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $562K in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.