World Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

World Investment Advisors’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	$6.24M	Buy	42,547 +1,594	+4%	+$246K	0.1%	221
2025 Q4	$6.34M	Buy	40,953 +16,400	+67%	+$2.46M	0.1%	222
2025 Q3	$3.42M	Sell	24,553 -1,564	-6%	-$212K	0.07%	290
2025 Q2	$3.52M	Buy	26,117 +300	+1%	+$40.5K	0.08%	270
2025 Q1	$3.77M	Buy	25,817 +980	+4%	+$142K	0.1%	247
2024 Q4	$3.42M	Buy	24,837 +9,420	+61%	+$1.38M	0.09%	245
2024 Q3	$2.37M	Buy	15,417 +423	+3%	+$64.1K	0.07%	271
2024 Q2	$2.19M	Buy	14,994 +6,822	+83%	+$979K	0.14%	156
2024 Q1	$1.78M	Sell	8,172 -4,786	-37%	-$687K	0.25%	86
2023 Q4	$1.77M	Buy	+12,958	New	+$1.69M	0.23%	97
2021 Q4	–	Sell	-7,839	Closed	-$998K	–	288
2021 Q3	$998K	Buy	7,839 +24	+0.3%	+$3.17K	0.23%	78
2021 Q2	$984K	Sell	7,815 -275	-3%	-$33.7K	0.23%	74
2021 Q1	$994K	Buy	8,090 +61	+0.8%	+$7.04K	0.24%	73
2020 Q4	$942K	Sell	8,029 -51	-0.6%	-$5.57K	0.24%	74
2020 Q3	$852K	Buy	8,080 +2,876	+55%	+$303K	0.29%	58
2020 Q2	$558K	Buy	+5,204	New	+$514K	0.2%	77

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

World Investment Advisors's XLV Position: Q1 2026 in Review

World Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q1 2026, buying an estimated $246K and bringing the position to 42,547 shares worth $6.24M. The position accounts for 0.1% of the portfolio, ranked #221.

World Investment Advisors first reported a position in XLV in Q2 2020 and has held it in 16 quarters since. The position peaked at $6.34M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

World Investment Advisors held 42,547 shares of State Street Health Care Select Sector SPDR ETF worth $6.24M as of Q1 2026.
World Investment Advisors bought 1,594 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $246K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of World Investment Advisors's portfolio in Q1 2026, its #221 holding.
World Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 16 quarters since.
World Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $6.34M 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.