Brady Family Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Brady Family Wealth’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	$301K	Sell	1,895 -1	-0.1%	-$149	0.09%	96
2026 Q1	$278K	Sell	1,896 -7	-0.4%	-$1.08K	0.09%	94
2025 Q4	$295K	Sell	1,903 -1,979	-51%	-$296K	0.09%	94
2025 Q3	$540K	Hold	3,882	–	–	0.17%	75
2025 Q2	$523K	Hold	3,882	–	–	0.16%	85
2025 Q1	$567K	Hold	3,882	–	–	0.18%	84
2024 Q4	$534K	Hold	3,882	–	–	0.16%	83
2024 Q3	$598K	Hold	3,882	–	–	0.18%	79
2024 Q2	$566K	Sell	3,882 -17	-0.4%	-$2.44K	0.18%	80
2024 Q1	$576K	Hold	3,899	–	–	0.19%	81
2023 Q4	$532K	Buy	+3,899	New	+$507K	0.18%	79

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

Brady Family Wealth's XLV Position: Q2 2026 in Review

Brady Family Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.05% in Q2 2026, selling an estimated $149 and leaving 1,895 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #96.

Brady Family Wealth first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $598K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brady Family Wealth held 1,895 shares of State Street Health Care Select Sector SPDR ETF worth $301K as of Q2 2026.
Brady Family Wealth 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 0.09% of Brady Family Wealth's portfolio in Q2 2026, its #96 holding.
Brady Family Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Brady Family Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $598K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.