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

WP 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	$1.84M	Sell	12,552 -7	-0.1%	-$1.08K	0.48%	34
2025 Q4	$1.94M	Sell	12,559 -30	-0.2%	-$4.49K	0.48%	33
2025 Q3	$1.75M	Buy	12,589 +57	+0.5%	+$7.71K	0.45%	34
2025 Q2	$1.69M	Buy	12,532 +527	+4%	+$71.2K	0.46%	34
2025 Q1	$1.75M	Buy	12,005 +5	+0%	+$726	0.58%	33
2024 Q4	$1.65M	Sell	12,000 -50	-0.4%	-$7.32K	0.55%	35
2024 Q3	$1.86M	Sell	12,050 -1,702	-12%	-$258K	0.68%	31
2024 Q2	$2M	Sell	13,752 -278	-2%	-$39.9K	0.64%	34
2024 Q1	$2.07M	Buy	14,030 +3	+0%	+$430	0.68%	33
2023 Q4	$1.91M	Buy	14,027 +21	+0.1%	+$2.73K	0.71%	33
2023 Q3	$1.8M	Buy	14,006 +11	+0.1%	+$1.46K	0.75%	32
2023 Q2	$1.86M	Sell	13,995 -100	-0.7%	-$13.2K	0.74%	29
2023 Q1	$1.82M	Sell	14,095 -781	-5%	-$102K	0.75%	33
2022 Q4	$2.02M	Sell	14,876 -211	-1%	-$28K	0.9%	28
2022 Q3	$1.83M	Buy	15,087 +62	+0.4%	+$7.99K	0.83%	30
2022 Q2	$1.93M	Buy	15,025 +58	+0.4%	+$7.6K	0.84%	27
2022 Q1	$2.05M	Sell	14,967 -761	-5%	-$101K	0.84%	28
2021 Q4	$2.22M	Buy	15,728 +59	+0.4%	+$7.83K	0.92%	25
2021 Q3	$2M	Buy	15,669 +13,949	+811%	+$1.84M	0.82%	24
2021 Q2	$217K	Buy	1,720 +6	+0.4%	+$735	0.09%	100
2021 Q1	$200K	Buy	+1,714	New	+$198K	0.09%	95
2019 Q2	–	Sell	-942	Closed	-$864	–	166
2019 Q1	$864	Buy	+942	New	+$84.9K	0.09%	95
2018 Q4	–	Sell	-934	Closed	-$89K	–	243
2018 Q3	$89K	Buy	934 +3	+0.3%	+$271	0.08%	101
2018 Q2	$78K	Buy	+931	New	+$77.2K	0.07%	107

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

WP Advisors's XLV Position: Q1 2026 in Review

WP Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.06% in Q1 2026, selling an estimated $1.08K and leaving 12,552 shares worth $1.84M. The position accounts for 0.48% of the portfolio, ranked #34.

WP Advisors first reported a position in XLV in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.22M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

WP Advisors held 12,552 shares of State Street Health Care Select Sector SPDR ETF worth $1.84M as of Q1 2026.
WP Advisors sold 7 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.08K.
State Street Health Care Select Sector SPDR ETF made up 0.48% of WP Advisors's portfolio in Q1 2026, its #34 holding.
WP Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 24 quarters since.
WP Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.22M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.