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

Able 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	–	Sell	-1,473	Closed	-$216K	–	204
2026 Q1	$216K	Buy	1,473 +1	+0.1%	+$154	0.06%	120
2025 Q4	$228K	Buy	+1,472	New	+$220K	0.07%	105
2025 Q3	–	Sell	-1,752	Closed	-$236K	–	119
2025 Q2	$236K	Sell	1,752 -1,214	-41%	-$164K	0.12%	96
2025 Q1	$433K	Sell	2,966 -984	-25%	-$143K	0.26%	66
2024 Q4	$543K	Buy	3,950 +415	+12%	+$60.7K	0.36%	58
2024 Q3	$545K	Sell	3,535 -1,884	-35%	-$286K	0.41%	51
2024 Q2	$790K	Sell	5,419 -589	-10%	-$84.5K	0.65%	36
2024 Q1	$888K	Buy	6,008 +1,045	+21%	+$150K	0.77%	29
2023 Q4	$677K	Buy	+4,963	New	+$646K	0.61%	31

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

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

Able Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,473 shares — an estimated $216K sold.

Able Wealth Management first reported a position in XLV in Q4 2023 and held it in 9 quarters. The position peaked at $888K in Q1 2024. 1,859 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Able Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Able Wealth Management sold 1,473 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
Able Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 9 quarters.
Able Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $888K in Q1 2024.
1,859 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.