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

Barnes Dennig Private 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	$80.6K	Buy	508 +6	+1%	+$893	0.06%	135
2026 Q1	$73.6K	Sell	502 -1	-0.2%	-$154	0.07%	128
2025 Q4	$77.9K	Buy	503 +103	+26%	+$15.4K	0.08%	120
2025 Q3	$55.7K	Hold	400	–	–	0.06%	130
2025 Q2	$53.9K	Buy	400 +373	+1,381%	+$50.4K	0.06%	121
2025 Q1	$3.94K	Buy	+27	New	+$3.92K	0.01%	178

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Barnes Dennig Private Wealth Management's XLV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q2 2026, buying an estimated $893 and bringing the position to 508 shares worth $80.6K. The position accounts for 0.06% of the portfolio, ranked #135.

Barnes Dennig Private Wealth Management first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Barnes Dennig Private Wealth Management held 508 shares of State Street Health Care Select Sector SPDR ETF worth $80.6K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 6 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $893.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #135 holding.
Barnes Dennig Private 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.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.