Badgley Phelps Wealth Managers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Badgley Phelps Wealth Managers’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	$3.1M	Sell	19,556 -144	-0.7%	-$21.4K	0.05%	152
2026 Q1	$2.89M	Sell	19,700 -228	-1%	-$35.2K	0.06%	152
2025 Q4	$3.08M	Buy	19,928 +445	+2%	+$66.6K	0.06%	152
2025 Q3	$2.71M	Sell	19,483 -16	-0.1%	-$2.17K	0.06%	142
2025 Q2	$2.63M	Sell	19,499 -231	-1%	-$31.2K	0.06%	144
2025 Q1	$2.88M	Sell	19,730 -1,145	-5%	-$166K	0.07%	139
2024 Q4	$2.87M	Sell	20,875 -432	-2%	-$63.2K	0.07%	136
2024 Q3	$3.28M	Sell	21,307 -423	-2%	-$64.1K	0.08%	128
2024 Q2	$3.17M	Sell	21,730 -921	-4%	-$132K	0.08%	125
2024 Q1	$3.35M	Sell	22,651 -2,323	-9%	-$333K	0.08%	124
2023 Q4	$3.41M	Sell	24,974 -513	-2%	-$66.7K	0.09%	116
2023 Q3	$3.28M	Buy	25,487 +2,020	+9%	+$268K	0.11%	113
2023 Q2	$3.11M	Buy	23,467 +20,593	+717%	+$2.71M	0.1%	115
2023 Q1	$372K	Sell	2,874 -326	-10%	-$42.6K	0.01%	167
2022 Q4	$435K	Buy	3,200 +20	+0.6%	+$2.65K	0.02%	156
2022 Q3	$385K	Sell	3,180 -10	-0.3%	-$1.29K	0.02%	150
2022 Q2	$409K	Buy	3,190 +40	+1%	+$5.24K	0.02%	155
2022 Q1	$432K	Sell	3,150 -990	-24%	-$131K	0.02%	162
2021 Q4	$583K	Buy	4,140 +750	+22%	+$99.6K	0.02%	155
2021 Q3	$432K	Buy	+3,390	New	+$448K	0.02%	163

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

Badgley Phelps Wealth Managers's XLV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.73% in Q2 2026, selling an estimated $21.4K and leaving 19,556 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #152.

Badgley Phelps Wealth Managers first reported a position in XLV in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.41M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Badgley Phelps Wealth Managers held 19,556 shares of State Street Health Care Select Sector SPDR ETF worth $3.1M as of Q2 2026.
Badgley Phelps Wealth Managers sold 144 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #152 holding.
Badgley Phelps Wealth Managers first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's State Street Health Care Select Sector SPDR ETF position peaked at $3.41M in Q4 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.