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

Abound 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	$20K	Hold	126	–	–	﹤0.01%	368
2026 Q1	$18.5K	Buy	126 +112	+800%	+$17.3K	﹤0.01%	418
2025 Q4	$2.17K	Sell	14 -62	-82%	-$9.29K	﹤0.01%	833
2025 Q3	$10.6K	Buy	76 +14	+23%	+$1.89K	﹤0.01%	476
2025 Q2	$8.36K	Sell	62 -1	-2%	-$135	﹤0.01%	478
2025 Q1	$9.2K	Sell	63 -10	-14%	-$1.45K	﹤0.01%	418
2024 Q4	$10K	Sell	73 -192	-72%	-$28.1K	﹤0.01%	384
2024 Q3	$40.8K	Buy	265 +175	+194%	+$26.5K	0.01%	203
2024 Q2	$13.1K	Sell	90 -16	-15%	-$2.29K	﹤0.01%	325
2024 Q1	$15.7K	Buy	106 +33	+45%	+$4.73K	0.01%	292
2023 Q4	$9.96K	Sell	73 -76	-51%	-$9.89K	﹤0.01%	370
2023 Q3	$19.2K	Sell	149 -9	-6%	-$1.2K	0.01%	226
2023 Q2	$21K	Buy	158 +148	+1,480%	+$19.5K	0.01%	210
2023 Q1	$1.29K	Hold	10	–	–	﹤0.01%	624
2022 Q4	$1.36K	Hold	10	–	–	﹤0.01%	588
2022 Q3	$1.21K	Hold	10	–	–	﹤0.01%	577
2022 Q2	$1.28K	Buy	+10	New	+$1.31K	﹤0.01%	111

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

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

Abound Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 126 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Abound Wealth Management first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.8K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Abound Wealth Management held 126 shares of State Street Health Care Select Sector SPDR ETF worth $20K as of Q2 2026.
Abound Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #368 holding.
Abound Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $40.8K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.