Y.D. More Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Y.D. More Investments’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	$637K	Sell	4,366 -100	-2%	-$15.4K	0.02%	135
2025 Q4	$692K	Buy	4,466 +6	+0.1%	+$899	0.03%	137
2025 Q3	$620K	Sell	4,460 -128	-3%	-$17.3K	0.04%	144
2025 Q2	$618K	Buy	4,588 +720	+19%	+$97.2K	0.04%	138
2025 Q1	$565K	Buy	3,868 +1,029	+36%	+$149K	0.05%	142
2024 Q4	$390K	Buy	2,839 +399	+16%	+$58.4K	0.04%	157
2024 Q3	$376K	Sell	2,440 -530	-18%	-$80.3K	0.04%	160
2024 Q2	$433K	Buy	2,970 +1,330	+81%	+$191K	0.04%	143
2024 Q1	$242K	Buy	1,640 +65	+4%	+$9.32K	0.04%	161
2023 Q4	$215K	Buy	1,575 +95	+6%	+$12.4K	0.04%	154
2023 Q3	$190K	Hold	1,480	–	–	0.04%	155
2023 Q2	$196K	Sell	1,480 -1,340	-48%	-$177K	0.05%	135
2023 Q1	$365K	Buy	2,820 +219	+8%	+$28.6K	0.08%	97
2022 Q4	$354K	Buy	+2,601	New	+$345K	0.09%	124

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

Y.D. More Investments's XLV Position: Q1 2026 in Review

Y.D. More Investments reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, selling an estimated $15.4K and leaving 4,366 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #135.

Y.D. More Investments first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $692K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Y.D. More Investments held 4,366 shares of State Street Health Care Select Sector SPDR ETF worth $637K as of Q1 2026.
Y.D. More Investments sold 100 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $15.4K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Y.D. More Investments's portfolio in Q1 2026, its #135 holding.
Y.D. More Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's State Street Health Care Select Sector SPDR ETF position peaked at $692K 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 Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.