Phillips Wealth Planners LLC XLV — SELECT SECTOR SPDR TR

Ownership history in Phillips Wealth Planners LLC  ·  14 quarters on record

AI Ownership Summary

Phillips Wealth Planners LLC reported SELECT SECTOR SPDR TR (XLV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.94% in 2023 Q4. The latest visible filing shows XLV at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phillips Wealth Planners LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLV was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLV stock page Phillips Wealth Planners LLC fund profile Phillips Wealth Planners LLC full holdings
How Phillips Wealth Planners LLC held XLV — position size vs. price
% of Fund (quarterly)    XLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,865 -237 -3.3% 0.74% $982K 2026-05-14 $146.63
2025 Q4 REDUCED 7.5% -4.9% ✅ 7,102 -575 -7.5% 0.90% $1.1M 2026-02-10 $154.69
2025 Q3 REDUCED 22.8% +12.4% ❌ 7,677 -2,269 -22.8% 0.92% $1.1M 2025-11-07 $144.92
2025 Q2 ADDED — — — 9,946 +305 +3.2% 1.22% $1.3M 2025-07-11 $133.46
2025 Q1 ADDED — — — 9,641 +554 +6.1% 1.39% $1.3M 2025-04-23 $133.35
2024 Q4 ADDED — — — 9,087 +1,171 +14.8% 1.27% $1.3M 2025-01-17 $137.19
2024 Q3 REDUCED 15.1% -10.5% ✅ 7,916 -1,404 -15.1% 1.16% $1.2M 2024-10-29 $144.58
2024 Q2 ADDED — — — 9,320 +28 +0.3% 1.44% $1.4M 2024-08-02 $146.43
2024 Q1 REDUCED 19.5% -1.5% ✅ 9,292 -2,258 -19.5% 1.48% $1.3M 2024-04-29 $135.78
2023 Q4 REDUCED — — — 11,550 -327 -2.8% 1.94% $1.6M 2024-02-12 $138.92
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLV

As of 2026 Q1 — sorted by position size

CABANA LLC 3Y 7Y 18.06% Main Management ETF Advisors, LLC 3Y 7Y 13.91% Jordan Park Group LLC 3Y 7Y 10.7% Biltmore Wealth Management, LLC 3Y 7Y 9.11% HILLTOP WEALTH ADVISORS, LLC 3Y 8.48% IMZ Advisory Inc 7.87% SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 7.45% ALLEN WEALTH MANAGEMENT, LLC 7.04% STRATEGIC ADVISORY PARTNERS, LLC 6.83% Sender Co & Partners, Inc. 3Y 6.79%

FAQ About Phillips Wealth Planners LLC and XLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phillips Wealth Planners LLC reported owning XLV?

Phillips Wealth Planners LLC reported XLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLV position in Phillips Wealth Planners LLC's portfolio?

The largest reported portfolio weight for XLV was 1.94% in 2023 Q4.

What is the latest reported XLV position on this page?

The most recent filing on this page is 2026 Q1, when Phillips Wealth Planners LLC reported 6,865 shares, equal to 0.74% of portfolio, with an estimated market value of $982K.

What does the chart on this XLV ownership page compare?

The chart compares Phillips Wealth Planners LLC's quarterly XLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phillips Wealth Planners LLC time their XLV position?

Based on 13F filing dates vs. subsequent XLV price moves, Phillips Wealth Planners LLC correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on XLV relative to SPY over the holding period was -10.3%.

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