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

Channel Wealth’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	$2.84M	Sell	17,878 -3,310	-16%	-$492K	0.64%	47
2026 Q1	$3.11M	Buy	21,188 +3,854	+22%	+$594K	0.75%	48
2025 Q4	$2.68M	Buy	17,334 +14,288	+469%	+$2.14M	0.68%	49
2025 Q3	$424K	Sell	3,046 -14	-0.5%	-$1.89K	0.11%	105
2025 Q2	$412K	Sell	3,060 -668	-18%	-$90.2K	0.12%	108
2025 Q1	$544K	Sell	3,728 -2,441	-40%	-$355K	0.17%	91
2024 Q4	$849K	Sell	6,169 -614	-9%	-$89.9K	0.28%	67
2024 Q3	$1.04M	Buy	6,783 +375	+6%	+$56.8K	0.34%	59
2024 Q2	$934K	Sell	6,408 -210	-3%	-$30.1K	0.34%	65
2024 Q1	$978K	Buy	6,618 +298	+5%	+$42.8K	0.39%	59
2023 Q4	$862K	Sell	6,320 -2,204	-26%	-$287K	0.41%	60
2023 Q3	$1.1M	Buy	8,524 +165	+2%	+$21.9K	0.61%	53
2023 Q2	$1.11M	Buy	8,359 +429	+5%	+$56.6K	0.64%	53
2023 Q1	$1.03M	Buy	+7,930	New	+$1.04M	0.66%	42

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

Channel Wealth's XLV Position: Q2 2026 in Review

Channel Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, selling an estimated $492K and leaving 17,878 shares worth $2.84M. The position accounts for 0.64% of the portfolio, ranked #47.

Channel Wealth first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.11M in Q1 2026. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Channel Wealth held 17,878 shares of State Street Health Care Select Sector SPDR ETF worth $2.84M as of Q2 2026.
Channel Wealth sold 3,310 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $492K.
State Street Health Care Select Sector SPDR ETF made up 0.64% of Channel Wealth's portfolio in Q2 2026, its #47 holding.
Channel Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $3.11M in Q1 2026.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.