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

Edge 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 Q3	$249K	Buy	1,475 +1	+0.1%	+$167	0.04%	75
2026 Q2	$234K	Buy	1,474 +67	+5%	+$10K	0.04%	76
2026 Q1	$206K	Sell	1,407 -1,392	-50%	-$215K	0.04%	80
2025 Q4	$433K	Buy	2,799 +1	+0%	+$150	0.08%	52
2025 Q3	$389K	Sell	2,798 -654	-19%	-$88.5K	0.07%	59
2025 Q2	$465K	Sell	3,452 -570	-14%	-$77K	0.09%	51
2025 Q1	$587K	Buy	4,022 +180	+5%	+$26.1K	0.12%	45
2024 Q4	$529K	Hold	3,842	–	–	0.11%	45
2024 Q3	$592K	Hold	3,842	–	–	0.12%	44
2024 Q2	$560K	Buy	+3,842	New	+$551K	0.12%	43
2022 Q1	–	Sell	-360	Closed	-$51K	–	468
2021 Q4	$51K	Hold	360	–	–	0.01%	176
2021 Q3	$46K	Hold	360	–	–	0.01%	191
2021 Q2	$45K	Hold	360	–	–	0.01%	196
2021 Q1	$42K	Buy	+360	New	+$41.6K	0.01%	199
2020 Q3	–	Sell	-124	Closed	-$12K	–	637
2020 Q2	$12K	Buy	124 +80	+182%	+$7.9K	﹤0.01%	446
2020 Q1	$4K	Sell	44 -100	-69%	-$9.7K	﹤0.01%	509
2019 Q4	$15K	Sell	144 -5	-3%	-$481	﹤0.01%	376
2019 Q3	$13K	Sell	149 -250	-63%	-$22.8K	﹤0.01%	384
2019 Q2	$37K	Hold	399	–	–	0.01%	284
2019 Q1	$37K	Hold	399	–	–	0.01%	269
2018 Q4	$35K	Hold	399	–	–	0.01%	278
2018 Q3	$38K	Buy	399 +5	+1%	+$452	0.01%	288
2018 Q2	$33K	Buy	394 +44	+13%	+$3.65K	0.01%	293
2018 Q1	$28K	Hold	350	–	–	0.01%	275
2017 Q4	$29K	Hold	350	–	–	0.01%	274
2017 Q3	$29K	Hold	350	–	–	0.01%	270
2017 Q2	$28K	Hold	350	–	–	0.01%	269
2017 Q1	$26K	Hold	350	–	–	0.01%	266
2016 Q4	$24K	Hold	350	–	–	0.01%	256
2016 Q3	$25K	Hold	350	–	–	0.01%	251
2016 Q2	$25K	Hold	350	–	–	0.01%	237
2016 Q1	$24K	Sell	350 -280	-44%	-$18.8K	0.01%	217
2015 Q4	$46K	Buy	+630	New	+$44.5K	0.02%	196

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Edge Wealth Management's XLV Position: Q3 2026 in Review

Edge Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.07% in Q3 2026, buying an estimated $167 and bringing the position to 1,475 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #75.

Edge Wealth Management first reported a position in XLV in Q4 2015 and has held it in 33 quarters since. The position peaked at $592K in Q3 2024. 1,640 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Edge Wealth Management held 1,475 shares of State Street Health Care Select Sector SPDR ETF worth $249K as of Q3 2026.
Edge Wealth Management bought 1 State Street Health Care Select Sector SPDR ETF share in Q3 2026, an estimated $167.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Edge Wealth Management's portfolio in Q3 2026, its #75 holding.
Edge Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 33 quarters since.
Edge Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $592K in Q3 2024.
1,640 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.