Cassady Wealth & Retirement Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cassady Wealth & Retirement Planning’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	$755K	Sell	4,756 -386	-8%	-$57.4K	0.35%	53
2026 Q1	$751K	Sell	5,142 -49	-0.9%	-$7.56K	0.39%	55
2025 Q4	$804K	Buy	+5,191	New	+$777K	0.52%	50

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

Cassady Wealth & Retirement Planning's XLV Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.5% in Q2 2026, selling an estimated $57.4K and leaving 4,756 shares worth $755K. The position accounts for 0.35% of the portfolio, ranked #53.

Cassady Wealth & Retirement Planning first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $804K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cassady Wealth & Retirement Planning held 4,756 shares of State Street Health Care Select Sector SPDR ETF worth $755K as of Q2 2026.
Cassady Wealth & Retirement Planning sold 386 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $57.4K.
State Street Health Care Select Sector SPDR ETF made up 0.35% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #53 holding.
Cassady Wealth & Retirement Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Cassady Wealth & Retirement Planning's State Street Health Care Select Sector SPDR ETF position peaked at $804K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.