Axim Planning & Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Axim Planning & Wealth’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	$279K	Sell	1,759 -82	-4%	-$12.2K	0.39%	63
2026 Q1	$270K	Buy	1,841 +188	+11%	+$29K	0.33%	58
2025 Q4	$256K	Sell	1,653 -140	-8%	-$21K	0.27%	57
2025 Q3	$250K	Buy	1,793 +102	+6%	+$13.8K	0.2%	65
2025 Q2	$228K	Buy	+1,691	New	+$228K	0.21%	52

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Axim Planning & Wealth's XLV Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.5% in Q2 2026, selling an estimated $12.2K and leaving 1,759 shares worth $279K. The position accounts for 0.39% of the portfolio, ranked #63.

Axim Planning & Wealth first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Axim Planning & Wealth held 1,759 shares of State Street Health Care Select Sector SPDR ETF worth $279K as of Q2 2026.
Axim Planning & Wealth sold 82 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
State Street Health Care Select Sector SPDR ETF made up 0.39% of Axim Planning & Wealth's portfolio in Q2 2026, its #63 holding.
Axim Planning & Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.