Eley Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Eley Financial 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	$552K	Hold	3,476	–	–	0.18%	62
2026 Q1	$510K	Hold	3,476	–	–	0.18%	62
2025 Q4	$538K	Hold	3,476	–	–	0.19%	60
2025 Q3	$484K	Hold	3,476	–	–	0.17%	61
2025 Q2	$469K	Hold	3,476	–	–	0.18%	62
2025 Q1	$498K	Hold	3,476	–	–	0.2%	62
2024 Q4	$478K	Hold	3,476	–	–	0.19%	64
2024 Q3	$535K	Hold	3,476	–	–	0.22%	62
2024 Q2	$507K	Hold	3,476	–	–	0.21%	61
2024 Q1	$514K	Hold	3,476	–	–	0.22%	60
2023 Q4	$474K	Hold	3,476	–	–	0.22%	62
2023 Q3	$451K	Hold	3,476	–	–	0.23%	62
2023 Q2	$461K	Hold	3,476	–	–	0.22%	62
2023 Q1	$450K	Hold	3,476	–	–	0.23%	63
2022 Q4	$472K	Buy	+3,476	New	+$461K	0.25%	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

Eley Financial Management's XLV Position: Q2 2026 in Review

Eley Financial Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,476 shares worth $552K. The position accounts for 0.18% of the portfolio, ranked #62.

Eley Financial Management first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Eley Financial Management held 3,476 shares of State Street Health Care Select Sector SPDR ETF worth $552K as of Q2 2026.
Eley Financial Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Eley Financial Management's portfolio in Q2 2026, its #62 holding.
Eley Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.