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

Denver 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	$344K	Sell	2,171 -80	-4%	-$11.9K	0.1%	79
2026 Q1	$330K	Sell	2,251 -240	-10%	-$37K	0.11%	78
2025 Q4	$386K	Sell	2,491 -651	-21%	-$97.5K	0.14%	64
2025 Q3	$437K	Sell	3,142 -399	-11%	-$54K	0.16%	62
2025 Q2	$477K	Sell	3,541 -35,345	-91%	-$4.77M	0.2%	57
2025 Q1	$5.68M	Buy	38,886 +3,723	+11%	+$541K	2.59%	10
2024 Q4	$4.84M	Buy	35,163 +748	+2%	+$109K	2.18%	12
2024 Q3	$5.3M	Buy	34,415 +1,140	+3%	+$173K	2.45%	11
2024 Q2	$4.85M	Sell	33,275 -1,157	-3%	-$166K	2.43%	11
2024 Q1	$5.09M	Sell	34,432 -18,203	-35%	-$2.61M	2.6%	12
2023 Q4	$7.18M	Buy	52,635 +2,701	+5%	+$351K	4.06%	8
2023 Q3	$6.43M	Buy	49,934 +2,945	+6%	+$391K	4.16%	8
2023 Q2	$6.24M	Buy	46,989 +3,613	+8%	+$476K	4.35%	7
2023 Q1	$5.62M	Buy	+43,376	New	+$5.67M	3.9%	7

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

Denver Wealth Management's XLV Position: Q2 2026 in Review

Denver Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q2 2026, selling an estimated $11.9K and leaving 2,171 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #79.

Denver Wealth Management first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.18M in Q4 2023. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Denver Wealth Management held 2,171 shares of State Street Health Care Select Sector SPDR ETF worth $344K as of Q2 2026.
Denver Wealth Management sold 80 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.9K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Denver Wealth Management's portfolio in Q2 2026, its #79 holding.
Denver Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Denver Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $7.18M in Q4 2023.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.