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

Clay Northam 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	$608K	Hold	3,831	–	–	0.3%	52
2026 Q1	$562K	Sell	3,831 -23	-0.6%	-$3.55K	0.32%	53
2025 Q4	$597K	Buy	3,854 +17	+0.4%	+$2.55K	0.33%	49
2025 Q3	$534K	Hold	3,837	–	–	0.31%	50
2025 Q2	$517K	Sell	3,837 -610	-14%	-$82.4K	0.33%	47
2025 Q1	$649K	Hold	4,447	–	–	0.45%	37
2024 Q4	$612K	Hold	4,447	–	–	0.4%	38
2024 Q3	$685K	Sell	4,447 -35	-0.8%	-$5.3K	0.47%	33
2024 Q2	$653K	Hold	4,482	–	–	0.5%	33
2024 Q1	$662K	Buy	4,482 +138	+3%	+$19.8K	0.53%	29
2023 Q4	$592K	Buy	4,344 +36	+0.8%	+$4.68K	0.53%	32
2023 Q3	$555K	Buy	4,308 +19	+0.4%	+$2.52K	0.55%	28
2023 Q2	$569K	Buy	4,289 +9	+0.2%	+$1.19K	0.54%	30
2023 Q1	$554K	Hold	4,280	–	–	0.57%	30
2022 Q4	$581K	Sell	4,280 -60	-1%	-$7.95K	0.67%	26
2022 Q3	$526K	Buy	4,340 +16	+0.4%	+$2.06K	0.66%	31
2022 Q2	$555K	Sell	4,324 -95	-2%	-$12.5K	0.69%	29
2022 Q1	$605K	Buy	4,419 +60	+1%	+$7.94K	0.61%	36
2021 Q4	$614K	Buy	+4,359	New	+$579K	0.58%	36

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

Clay Northam Wealth Management's XLV Position: Q2 2026 in Review

Clay Northam Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,831 shares worth $608K. The position accounts for 0.3% of the portfolio, ranked #52.

Clay Northam Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $685K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Clay Northam Wealth Management held 3,831 shares of State Street Health Care Select Sector SPDR ETF worth $608K as of Q2 2026.
Clay Northam Wealth Management 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 0.3% of Clay Northam Wealth Management's portfolio in Q2 2026, its #52 holding.
Clay Northam Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $685K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.