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

Ball & Co 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	$2.42M	Buy	+15,235	New	+$2.27M	1.71%	11
2026 Q1	–	Sell	-44,942	Closed	-$6.96M	–	90
2025 Q4	$6.96M	Buy	+44,942	New	+$6.73M	4.48%	6

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

Ball & Co Wealth Management's XLV Position: Q2 2026 in Review

Ball & Co Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 15,235 shares worth $2.42M. The stake represents 1.71% of the portfolio and ranks #11 among its holdings. This is a return to the name: Ball & Co Wealth Management previously reported a position in XLV as recently as Q4 2025.

Ball & Co Wealth Management first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.96M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ball & Co Wealth Management held 15,235 shares of State Street Health Care Select Sector SPDR ETF worth $2.42M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Ball & Co Wealth Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 1.71% of Ball & Co Wealth Management's portfolio in Q2 2026, its #11 holding.
Ball & Co Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Ball & Co Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.96M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.