Bogart Wealth LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bogart Wealth LLC’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	$33.3K	Hold	210	–	–	﹤0.01%	646
2026 Q1	$30.7K	Hold	210	–	–	﹤0.01%	614
2025 Q4	$32.4K	Hold	210	–	–	﹤0.01%	574
2025 Q3	$29.2K	Sell	210 -505	-71%	-$68.3K	﹤0.01%	566
2025 Q2	$96.4K	Sell	715 -7	-1%	-$945	﹤0.01%	329
2025 Q1	$105K	Sell	722 -70	-9%	-$10.2K	0.01%	305
2024 Q4	$109K	Buy	792 +506	+177%	+$74K	0.01%	304
2024 Q3	$44K	Sell	286 -88	-24%	-$13.3K	﹤0.01%	434
2024 Q2	$54.5K	Sell	374 -11,811	-97%	-$1.69M	﹤0.01%	393
2024 Q1	$1.8M	Buy	12,185 +678	+6%	+$97.3K	0.09%	108
2023 Q4	$1.57M	Buy	11,507 +1,156	+11%	+$150K	0.09%	113
2023 Q3	$1.33M	Sell	10,351 -8,982	-46%	-$1.19M	0.08%	115
2023 Q2	$2.57M	Buy	19,333 +902	+5%	+$119K	0.16%	99
2023 Q1	$2.39M	Buy	18,431 +738	+4%	+$96.4K	0.16%	99
2022 Q4	$2.4M	Buy	17,693 +870	+5%	+$115K	0.17%	99
2022 Q3	$2.04M	Buy	16,823 +1,119	+7%	+$144K	0.17%	92
2022 Q2	$2.01M	Buy	15,704 +15,579	+12,463%	+$2.04M	0.18%	89
2022 Q1	$17K	Sell	125 -109	-47%	-$14.4K	﹤0.01%	417
2021 Q4	$33K	Hold	234	–	–	﹤0.01%	315
2021 Q3	$30K	Buy	234 +109	+87%	+$14.4K	﹤0.01%	304
2021 Q2	$16K	Buy	+125	New	+$15.3K	﹤0.01%	379

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

Bogart Wealth LLC's XLV Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 210 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Bogart Wealth LLC first reported a position in XLV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.57M in Q2 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bogart Wealth LLC held 210 shares of State Street Health Care Select Sector SPDR ETF worth $33.3K as of Q2 2026.
Bogart Wealth LLC left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #646 holding.
Bogart Wealth LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's State Street Health Care Select Sector SPDR ETF position peaked at $2.57M in Q2 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.