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

Bragg 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	$521K	Sell	3,285 -232	-7%	-$34.5K	0.01%	286
2026 Q1	$516K	Buy	3,517 +5	+0.1%	+$771	0.02%	273
2025 Q4	$544K	Buy	3,512 +30	+0.9%	+$4.49K	0.02%	260
2025 Q3	$485K	Sell	3,482 -747	-18%	-$101K	0.02%	269
2025 Q2	$570K	Buy	4,229 +59	+1%	+$7.97K	0.02%	252
2025 Q1	$609K	Sell	4,170 -1,140	-21%	-$166K	0.03%	242
2024 Q4	$730K	Buy	5,310 +1,682	+46%	+$246K	0.03%	229
2024 Q3	$559K	Buy	3,628 +519	+17%	+$78.7K	0.02%	239
2024 Q2	$453K	Sell	3,109 -29	-0.9%	-$4.16K	0.02%	251
2024 Q1	$464K	Buy	3,138 +1,097	+54%	+$157K	0.02%	246
2023 Q4	$278K	Sell	2,041 -157	-7%	-$20.4K	0.01%	285
2023 Q3	$283K	Buy	2,198 +84	+4%	+$11.2K	0.01%	284
2023 Q2	$281K	Buy	2,114 +526	+33%	+$69.3K	0.02%	290
2023 Q1	$206K	Buy	+1,588	New	+$207K	0.01%	307

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

Bragg Financial Advisors's XLV Position: Q2 2026 in Review

Bragg Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.6% in Q2 2026, selling an estimated $34.5K and leaving 3,285 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #286.

Bragg Financial Advisors first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $730K in Q4 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bragg Financial Advisors held 3,285 shares of State Street Health Care Select Sector SPDR ETF worth $521K as of Q2 2026.
Bragg Financial Advisors sold 232 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $34.5K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #286 holding.
Bragg Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Bragg Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $730K in Q4 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.