Barnes Pettey Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Barnes Pettey Financial Advisors’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	$396K	Sell	2,495 -1	-0%	-$149	0.12%	127
2026 Q1	$366K	Buy	2,496 +145	+6%	+$22.4K	0.16%	110
2025 Q4	$364K	Buy	2,351 +4	+0.2%	+$599	0.18%	99
2025 Q3	$327K	Buy	2,347 +735	+46%	+$99.5K	0.18%	98
2025 Q2	$217K	Buy	1,612 +53	+3%	+$7.16K	0.15%	104
2025 Q1	$228K	Sell	1,559 -143	-8%	-$20.8K	0.18%	92
2024 Q4	$234K	Buy	1,702 +3	+0.2%	+$439	0.18%	88
2024 Q3	$262K	Sell	1,699 -2	-0.1%	-$303	0.21%	80
2024 Q2	$248K	Buy	1,701 +10	+0.6%	+$1.43K	0.21%	78
2024 Q1	$250K	Sell	1,691 -2,919	-63%	-$419K	0.22%	79
2023 Q4	$629K	Buy	4,610 +413	+10%	+$53.7K	0.51%	43
2023 Q3	$540K	Buy	4,197 +54	+1%	+$7.17K	0.5%	50
2023 Q2	$550K	Buy	4,143 +264	+7%	+$34.8K	0.48%	51
2023 Q1	$502K	Buy	3,879 +95	+3%	+$12.4K	0.48%	51
2022 Q4	$514K	Buy	+3,784	New	+$501K	0.53%	47

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

Barnes Pettey Financial Advisors's XLV Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.04% in Q2 2026, selling an estimated $149 and leaving 2,495 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #127.

Barnes Pettey Financial Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $629K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Barnes Pettey Financial Advisors held 2,495 shares of State Street Health Care Select Sector SPDR ETF worth $396K as of Q2 2026.
Barnes Pettey Financial Advisors sold 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #127 holding.
Barnes Pettey Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Barnes Pettey Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $629K in Q4 2023.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.