Darden Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Darden Wealth Group’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	$392K	Sell	2,473 -6	-0.2%	-$893	0.16%	109
2026 Q1	$363K	Buy	+2,479	New	+$382K	0.19%	101
2025 Q3	–	Sell	-1,992	Closed	-$269K	–	148
2025 Q2	$269K	Sell	1,992 -229	-10%	-$30.9K	0.16%	110
2025 Q1	$324K	Hold	2,221	–	–	0.25%	78
2024 Q4	$306K	Buy	2,221 +421	+23%	+$61.6K	0.21%	84
2024 Q3	$277K	Buy	1,800 +186	+12%	+$28.2K	0.2%	87
2024 Q2	$235K	Hold	1,614	–	–	0.14%	90
2024 Q1	$238K	Buy	1,614 +107	+7%	+$15.3K	0.19%	94
2023 Q4	$205K	Buy	+1,507	New	+$196K	0.2%	93

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

Darden Wealth Group's XLV Position: Q2 2026 in Review

Darden Wealth Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.24% in Q2 2026, selling an estimated $893 and leaving 2,473 shares worth $392K. The position accounts for 0.16% of the portfolio, ranked #109.

Darden Wealth Group first reported a position in XLV in Q4 2023 and has held it in 9 quarters since. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Darden Wealth Group held 2,473 shares of State Street Health Care Select Sector SPDR ETF worth $392K as of Q2 2026.
Darden Wealth Group sold 6 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $893.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Darden Wealth Group's portfolio in Q2 2026, its #109 holding.
Darden Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.