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

Bernard 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	$126K	Sell	793 -5	-0.6%	-$744	0.05%	88
2026 Q1	$117K	Sell	798 -36	-4%	-$5.55K	0.05%	88
2025 Q4	$129K	Sell	834 -11	-1%	-$1.65K	0.05%	84
2025 Q3	$118K	Sell	845 -195	-19%	-$26.4K	0.05%	83
2025 Q2	$140K	Sell	1,040 -64	-6%	-$8.64K	0.07%	73
2025 Q1	$161K	Sell	1,104 -8	-0.7%	-$1.16K	0.08%	65
2024 Q4	$153K	Buy	+1,112	New	+$163K	0.07%	64

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

Bernard Wealth Management's XLV Position: Q2 2026 in Review

Bernard Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.63% in Q2 2026, selling an estimated $744 and leaving 793 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #88.

Bernard Wealth Management first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q1 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bernard Wealth Management held 793 shares of State Street Health Care Select Sector SPDR ETF worth $126K as of Q2 2026.
Bernard Wealth Management sold 5 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $744.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #88 holding.
Bernard Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $161K in Q1 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.