ZIG
XLV icon

Zullo Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Zullo Investment 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 		$3.08M Buy
20,984
+1,007
+5% +$155K 1.17% 18
2025
Q4 		$3.09M Buy
19,977
+291
+1% +$43.6K 1.13% 15
2025
Q3 		$2.74M Buy
19,686
+294
+2% +$39.8K 1.01% 20
2025
Q2 		$2.61M Sell
19,392
-99
-0.5% -$13.4K 1.06% 16
2025
Q1 		$2.85M Buy
19,491
+157
+0.8% +$22.8K 1.22% 16
2024
Q4 		$2.66M Sell
19,334
-112
-0.6% -$16.4K 1.07% 16
2024
Q3 		$3M Buy
19,446
+254
+1% +$38.5K 1.24% 13
2024
Q2 		$2.8M Buy
19,192
+328
+2% +$47.1K 1.23% 13
2024
Q1 		$2.79M Buy
18,864
+495
+3% +$71K 1.31% 13
2023
Q4 		$2.51M Sell
18,369
-112
-0.6% -$14.6K 1.28% 14
2023
Q3 		$2.38M Buy
18,481
+1,394
+8% +$185K 1.39% 14
2023
Q2 		$2.27M Buy
17,087
+259
+2% +$34.1K 1.29% 16
2023
Q1 		$2.18M Buy
16,828
+745
+5% +$97.3K 1.36% 15
2022
Q4 		$2.18M Buy
16,083
+345
+2% +$45.7K 1.34% 16
2022
Q3 		$1.91M Buy
15,738
+1,384
+10% +$178K 1.23% 12
2022
Q2 		$1.84M Buy
14,354
+781
+6% +$102K 1.15% 17
2022
Q1 		$1.86M Buy
13,573
+1,108
+9% +$147K 0.97% 20
2021
Q4 		$1.76M Buy
+12,465
New +$1.66M 0.9% 19

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 $374B AUM 17.66% 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

Zullo Investment Group's XLV Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5% in Q1 2026, buying an estimated $155K and bringing the position to 20,984 shares worth $3.08M. The position accounts for 1.17% of the portfolio, ranked #18.

Zullo Investment Group first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Zullo Investment Group held 20,984 shares of State Street Health Care Select Sector SPDR ETF worth $3.08M as of Q1 2026.
  • Zullo Investment Group bought 1,007 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $155K.
  • State Street Health Care Select Sector SPDR ETF made up 1.17% of Zullo Investment Group's portfolio in Q1 2026, its #18 holding.
  • Zullo Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $3.09M 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 Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.