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

Clark Wealth Partners’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 		$38.6K Hold
243
– – 0.02% 135
2026
Q1 		$35.6K Hold
243
– – 0.02% 127
2025
Q4 		$37.6K Hold
243
– – 0.02% 122
2025
Q3 		$37.6K Buy
+243
New +$32.9K 0.02% 122

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clark Wealth Partners's XLV Position: Q2 2026 in Review

Clark Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 243 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #135.

Clark Wealth Partners first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Clark Wealth Partners held 243 shares of State Street Health Care Select Sector SPDR ETF worth $38.6K as of Q2 2026.
  • Clark Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Clark Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.