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

Core 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	$745K	Buy	4,697 +592	+14%	+$88.1K	0.32%	76
2026 Q1	$602K	Buy	4,105 +1,706	+71%	+$263K	0.28%	83
2025 Q4	$371K	Buy	2,399 +7	+0.3%	+$1.05K	0.17%	111
2025 Q3	$333K	Buy	2,392 +7	+0.3%	+$947	0.15%	117
2025 Q2	$321K	Buy	2,385 +7	+0.3%	+$945	0.16%	115
2025 Q1	$347K	Buy	2,378 +6	+0.3%	+$872	0.2%	109
2024 Q4	$326K	Sell	2,372 -248	-9%	-$36.3K	0.19%	113
2024 Q3	$404K	Buy	2,620 +7	+0.3%	+$1.06K	0.24%	91
2024 Q2	$381K	Buy	2,613 +7	+0.3%	+$1K	0.26%	81
2024 Q1	$385K	Buy	2,606 +6	+0.2%	+$861	0.29%	72
2023 Q4	$355K	Buy	2,600 +8	+0.3%	+$1.04K	0.29%	69
2023 Q3	$334K	Buy	2,592 +7	+0.3%	+$929	0.3%	68
2023 Q2	$343K	Sell	2,585 -250	-9%	-$33K	0.32%	67
2023 Q1	$367K	Buy	+2,835	New	+$370K	0.37%	61

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

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

Core Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, buying an estimated $88.1K and bringing the position to 4,697 shares worth $745K. The position accounts for 0.32% of the portfolio, ranked #76.

Core Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Core Wealth Partners held 4,697 shares of State Street Health Care Select Sector SPDR ETF worth $745K as of Q2 2026.
Core Wealth Partners bought 592 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $88.1K.
State Street Health Care Select Sector SPDR ETF made up 0.32% of Core Wealth Partners's portfolio in Q2 2026, its #76 holding.
Core Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.