1900 Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

1900 Wealth Management’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 Q2	$496K	Buy	3,123 +881	+39%	+$131K	0.03%	180
2026 Q1	$329K	Buy	2,242 +264	+13%	+$40.7K	0.02%	204
2025 Q4	$306K	Buy	1,978 +6	+0.3%	+$899	0.02%	206
2025 Q3	$274K	Buy	1,972 +7	+0.4%	+$947	0.02%	205
2025 Q2	$265K	Buy	1,965 +8	+0.4%	+$1.08K	0.02%	195
2025 Q1	$286K	Sell	1,957 -206	-10%	-$29.9K	0.02%	189
2024 Q4	$298K	Sell	2,163 -332	-13%	-$48.6K	0.03%	193
2024 Q3	$384K	Sell	2,495 -146	-6%	-$22.1K	0.03%	170
2024 Q2	$385K	Sell	2,641 -135	-5%	-$19.4K	0.04%	168
2024 Q1	$410K	Buy	2,776 +170	+7%	+$24.4K	0.04%	173
2023 Q4	$355K	Buy	2,606 +5	+0.2%	+$650	0.03%	232
2023 Q3	$335K	Hold	2,601	–	–	0.03%	231
2023 Q2	$345K	Sell	2,601 -230	-8%	-$30.3K	0.04%	182
2023 Q1	$385K	Hold	2,831	–	–	0.04%	176
2022 Q4	$385K	Sell	2,831 -15	-0.5%	-$1.99K	0.04%	176
2022 Q3	$345K	Hold	2,846	–	–	0.04%	171
2022 Q2	$365K	Hold	2,846	–	–	0.04%	173
2022 Q1	$390K	Sell	2,846 -25	-0.9%	-$3.31K	0.04%	181
2021 Q4	$404K	Hold	2,871	–	–	0.04%	184
2021 Q3	$365K	Hold	2,871	–	–	0.04%	177
2021 Q2	$362K	Buy	2,871 +575	+25%	+$70.5K	0.03%	172
2021 Q1	$268K	Buy	+2,296	New	+$265K	0.02%	150

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

1900 Wealth Management's XLV Position: Q2 2026 in Review

1900 Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, buying an estimated $131K and bringing the position to 3,123 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #180.

1900 Wealth Management first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

1900 Wealth Management held 3,123 shares of State Street Health Care Select Sector SPDR ETF worth $496K as of Q2 2026.
1900 Wealth Management bought 881 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #180 holding.
1900 Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.