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

Cyndeo 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	$236K	Buy	+1,489	New	+$222K	0.01%	472
2026 Q1	–	Sell	-1,374	Closed	-$213K	–	521
2025 Q4	$213K	Buy	+1,374	New	+$206K	0.01%	459
2025 Q2	–	Sell	-1,716	Closed	-$251K	–	495
2025 Q1	$251K	Buy	+1,716	New	+$249K	0.02%	403
2024 Q4	–	Sell	-1,426	Closed	-$220K	–	466
2024 Q3	$220K	Buy	+1,426	New	+$216K	0.02%	422
2023 Q4	–	Sell	-2,189	Closed	-$282K	–	381
2023 Q3	$282K	Buy	2,189 +149	+7%	+$19.8K	0.03%	286
2023 Q2	$271K	Hold	2,040	–	–	0.03%	281
2023 Q1	$264K	Buy	2,040 +1	+0%	+$131	0.03%	279
2022 Q4	$277K	Buy	+2,039	New	+$270K	0.03%	265

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

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

Cyndeo Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,489 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in XLV as recently as Q4 2025.

Cyndeo Wealth Partners first reported a position in XLV in Q4 2022 and has held it in 8 quarters since. The position peaked at $282K in Q3 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cyndeo Wealth Partners held 1,489 shares of State Street Health Care Select Sector SPDR ETF worth $236K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Cyndeo Wealth Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #472 holding.
Cyndeo Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Cyndeo Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $282K in Q3 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.