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

Adams 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	$4.18M	Buy	26,357 +655	+3%	+$97.4K	0.8%	37
2026 Q1	$3.77M	Buy	25,702 +337	+1%	+$52K	0.83%	32
2025 Q4	$3.93M	Sell	25,365 -3,063	-11%	-$459K	0.84%	33
2025 Q3	$3.96M	Sell	28,428 -26,200	-48%	-$3.55M	0.85%	31
2025 Q2	$7.36M	Sell	54,628 -1,660	-3%	-$224K	1.4%	19
2025 Q1	$8.22M	Buy	+56,288	New	+$8.18M	1.61%	16

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

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

Adams Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, buying an estimated $97.4K and bringing the position to 26,357 shares worth $4.18M. The position accounts for 0.8% of the portfolio, ranked #37.

Adams Wealth Management first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.22M in Q1 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Adams Wealth Management held 26,357 shares of State Street Health Care Select Sector SPDR ETF worth $4.18M as of Q2 2026.
Adams Wealth Management bought 655 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $97.4K.
State Street Health Care Select Sector SPDR ETF made up 0.8% of Adams Wealth Management's portfolio in Q2 2026, its #37 holding.
Adams Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.22M in Q1 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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