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

Concord 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	$85.4K	Buy	+538	New	+$80K	0.01%	304
2026 Q1	–	Sell	-576	Closed	-$89.2K	–	807
2025 Q4	$89.2K	Buy	576 +141	+32%	+$21.1K	0.01%	267
2025 Q3	$60.5K	Buy	435 +1	+0.2%	+$135	0.01%	313
2025 Q2	$58.4K	Buy	434 +2	+0.5%	+$270	0.01%	325
2025 Q1	$63.1K	Buy	432 +1	+0.2%	+$145	0.01%	289
2024 Q4	$59.3K	Buy	431 +1	+0.2%	+$146	0.01%	303
2024 Q3	$66.2K	Sell	430 -22	-5%	-$3.33K	0.01%	300
2024 Q2	$65.9K	Buy	452 +11	+2%	+$1.58K	0.01%	279
2024 Q1	$65.1K	Sell	441 -356	-45%	-$51.1K	0.01%	317
2023 Q4	$109K	Sell	797 -156	-16%	-$20.3K	0.02%	270
2023 Q3	$123K	Sell	953 -82	-8%	-$10.9K	0.03%	257
2023 Q2	$137K	Buy	1,035 +339	+49%	+$44.7K	0.03%	234
2023 Q1	$90.2K	Sell	696 -813	-54%	-$106K	0.03%	266
2022 Q4	$205K	Buy	+1,509	New	+$200K	0.06%	160
2022 Q3	–	Sell	-1,239	Closed	-$159K	–	1187
2022 Q2	$159K	Buy	1,239 +1	+0.1%	+$131	0.04%	189
2022 Q1	$170K	Buy	1,238 +34	+3%	+$4.5K	0.04%	205
2021 Q4	$170K	Buy	1,204 +936	+349%	+$124K	0.04%	212
2021 Q3	$34K	Sell	268 -218	-45%	-$28.8K	0.01%	286
2021 Q2	$61K	Sell	486 -405	-45%	-$49.6K	0.02%	319
2021 Q1	$104K	Buy	891 +760	+580%	+$87.7K	0.04%	217
2020 Q4	$15K	Buy	+131	New	+$14.3K	0.01%	338

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

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

Concord Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 538 shares worth $85.4K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLV as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $205K in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Concord Wealth Partners held 538 shares of State Street Health Care Select Sector SPDR ETF worth $85.4K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #304 holding.
Concord Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $205K in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.