WestEnd Advisors, LLC XLV — Health Care Select Sector SPDR

Ownership history in WestEnd Advisors, LLC  ·  52 quarters on record

AI Ownership Summary

WestEnd Advisors, LLC reported Health Care Select Sector SPDR (XLV) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.04% in 2024 Q1. The latest visible filing shows XLV at 6.65% 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 WestEnd Advisors, LLC's position in Health Care Select Sector SPDR, 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 6.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.04% in 2024 Q1

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 WestEnd Advisors, LLC fund profile WestEnd Advisors, LLC full holdings
How WestEnd Advisors, 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 ADDED — — — 1,878,114 +31,446 +1.7% 6.65% $275.4M 2026-04-22 $146.38
2025 Q4 REDUCED 9.5% -4.9% ✅ 1,846,668 -194,594 -9.5% 6.66% $285.9M 2026-01-27 $154.81
2025 Q3 REDUCED 22.2% +12.4% ❌ 2,041,262 -583,228 -22.2% 6.64% $284.1M 2025-10-22 $144.75
2025 Q2 REDUCED — — — 2,624,490 -126,172 -4.6% 8.77% $353.8M 2025-07-23 $134.52
2025 Q1 ADDED — — — 2,750,662 +56,525 +2.1% 10.66% $401.6M 2025-04-25 $135.63
2024 Q4 ADDED — — — 2,694,137 +257,961 +10.6% 9.44% $370.6M 2025-01-28 $143.40
2024 Q3 REDUCED 14.6% -10.5% ✅ 2,436,176 -415,394 -14.6% 9.21% $375.2M 2024-10-25 $144.77
2024 Q2 REDUCED 22.3% +6.1% ❌ 2,851,570 -817,254 -22.3% 10.74% $415.6M 2024-07-29 $145.65
2024 Q1 ADDED — — — 3,668,824 +91,113 +2.5% 14.04% $542.0M 2024-05-07 $137.85
2023 Q4 ADDED — — — 3,577,711 +237,210 +7.1% 13.38% $487.9M 2024-01-18 $134.28
42 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

Biltmore Wealth Management, LLC 3Y 7Y 9.11% HILLTOP WEALTH ADVISORS, LLC 3Y 8.48% IMZ Advisory Inc 7.87% STRATEGIC ADVISORY PARTNERS, LLC 6.83% Ayalon Insurance Comp Ltd. 3Y 7Y 5.38% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.81% EAGLE WEALTH STRATEGIES LLC 4.64% Constitution Capital LLC 3Y 4.42% Keystone Global Partners, LLC 4.28% Arta Finance Wealth Management LLC 4.24%

FAQ About WestEnd Advisors, 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 WestEnd Advisors, LLC reported owning XLV?

WestEnd Advisors, LLC reported XLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLV position in WestEnd Advisors, LLC's portfolio?

The largest reported portfolio weight for XLV was 14.04% in 2024 Q1.

What is the latest reported XLV position on this page?

The most recent filing on this page is 2026 Q1, when WestEnd Advisors, LLC reported 1,878,114 shares, equal to 6.65% of portfolio, with an estimated market value of $275.4M.

What does the chart on this XLV ownership page compare?

The chart compares WestEnd Advisors, 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 WestEnd Advisors, LLC time their XLV position?

Based on 13F filing dates vs. subsequent XLV price moves, WestEnd Advisors, LLC correctly timed 28 out of 51 reported position changes (55%). The annualised alpha on XLV relative to SPY over the holding period was -3.3%.

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