ATX Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

ATX Financial Planning’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	$491K	Buy	+3,092	New	+$460K	0.32%	54

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

ATX Financial Planning's XLV Position: Q2 2026 in Review

ATX Financial Planning opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 3,092 shares worth $491K. The stake represents 0.32% of the portfolio and ranks #54 among its holdings.

1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

ATX Financial Planning held 3,092 shares of State Street Health Care Select Sector SPDR ETF worth $491K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new ATX Financial Planning position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.32% of ATX Financial Planning's portfolio in Q2 2026, its #54 holding.
1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.