B.A. Schrock Wealth Management, Inc.’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$819K	Buy	+4,926	New	+$821K	0.3%	74

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s XLV Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 4,926 shares worth $819K. The stake represents 0.3% of the portfolio and ranks #74 among its holdings.

288 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 4,926 shares of State Street Health Care Select Sector SPDR ETF worth $819K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.3% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #74 holding.
288 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.