Buck Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Buck Wealth Strategies’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	$718K	Buy	+4,527	New	+$673K	0.08%	104
2023 Q4	–	Sell	-200	Closed	-$25.7K	–	352
2023 Q3	$25.7K	Buy	+200	New	+$26.6K	0.01%	149

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Buck Wealth Strategies's XLV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 4,527 shares worth $718K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in XLV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in XLV in Q3 2023 and has held it in 2 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Buck Wealth Strategies held 4,527 shares of State Street Health Care Select Sector SPDR ETF worth $718K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Buck Wealth Strategies position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Buck Wealth Strategies's portfolio in Q2 2026, its #104 holding.
Buck Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.