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

Brindle & Bay 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	$392K	Sell	2,469 -1,551	-39%	-$231K	0.2%	66
2026 Q1	$589K	Buy	4,020 +1,351	+51%	+$208K	0.36%	58
2025 Q4	$413K	Buy	+2,669	New	+$400K	0.28%	59

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

Brindle & Bay Financial Advisors's XLV Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, selling an estimated $231K and leaving 2,469 shares worth $392K. The position accounts for 0.2% of the portfolio, ranked #66.

Brindle & Bay Financial Advisors first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q1 2026. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brindle & Bay Financial Advisors held 2,469 shares of State Street Health Care Select Sector SPDR ETF worth $392K as of Q2 2026.
Brindle & Bay Financial Advisors sold 1,551 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $231K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #66 holding.
Brindle & Bay Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Brindle & Bay Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $589K in Q1 2026.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.