Castle Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Castle Wealth Management’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	$396K	Buy	2,495 +151	+6%	+$22.5K	0.12%	99
2026 Q1	$344K	Sell	2,344 -763	-25%	-$118K	0.11%	98
2025 Q4	$481K	Buy	3,107 +515	+20%	+$77.1K	0.16%	81
2025 Q3	$361K	Buy	2,592 +40	+2%	+$5.41K	0.12%	91
2025 Q2	$344K	Sell	2,552 -151	-6%	-$20.4K	0.12%	93
2025 Q1	$395K	Sell	2,703 -856	-24%	-$124K	0.15%	88
2024 Q4	$490K	Buy	3,559 +1,225	+52%	+$179K	0.19%	76
2024 Q3	$359K	Sell	2,334 -33	-1%	-$5K	0.14%	93
2024 Q2	$345K	Buy	2,367 +423	+22%	+$60.7K	0.17%	95
2024 Q1	$287K	Sell	1,944 -2,748	-59%	-$394K	0.15%	101
2023 Q4	$640K	Buy	4,692 +2,439	+108%	+$317K	0.38%	64
2023 Q3	$290K	Sell	2,253 -5	-0.2%	-$664	0.21%	89
2023 Q2	$300K	Sell	2,258 -194	-8%	-$25.6K	0.21%	87
2023 Q1	$317K	Sell	2,452 -106	-4%	-$13.8K	0.25%	84
2022 Q4	$347K	Buy	2,558 +27	+1%	+$3.58K	0.22%	76
2022 Q3	$306K	Buy	2,531 +503	+25%	+$64.8K	0.19%	82
2022 Q2	$260K	Buy	+2,028	New	+$266K	0.15%	93

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

Castle Wealth Management's XLV Position: Q2 2026 in Review

Castle Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 2,495 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #99.

Castle Wealth Management first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $640K in Q4 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Castle Wealth Management held 2,495 shares of State Street Health Care Select Sector SPDR ETF worth $396K as of Q2 2026.
Castle Wealth Management bought 151 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Castle Wealth Management's portfolio in Q2 2026, its #99 holding.
Castle Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $640K in Q4 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.