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

EPG 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	$2.5M	Sell	15,760 -58	-0.4%	-$8.63K	0.6%	45
2026 Q1	$2.32M	Sell	15,818 -23	-0.1%	-$3.55K	0.63%	45
2025 Q4	$2.45M	Buy	15,841 +157	+1%	+$23.5K	0.66%	38
2025 Q3	$2.18M	Sell	15,684 -605	-4%	-$81.9K	0.6%	42
2025 Q2	$2.2M	Sell	16,289 -2,488	-13%	-$336K	0.66%	38
2025 Q1	$2.74M	Sell	18,777 -3,331	-15%	-$484K	0.76%	26
2024 Q4	$3.04M	Sell	22,108 -192	-0.9%	-$28.1K	0.8%	24
2024 Q3	$3.43M	Buy	+22,300	New	+$3.38M	0.87%	23
2024 Q2	–	Sell	-23,444	Closed	-$3.36M	–	23
2024 Q1	$3.46M	Buy	23,444 +18	+0.1%	+$2.58K	0.85%	23
2023 Q4	$3.35M	Sell	23,426 -684	-3%	-$89K	0.88%	22
2023 Q3	$3.1M	Sell	24,110 -439	-2%	-$58.3K	0.94%	19
2023 Q2	$3.26M	Sell	24,549 -579	-2%	-$76.3K	0.96%	17
2023 Q1	$3.25M	Buy	25,128 +94	+0.4%	+$12.3K	1.03%	17
2022 Q4	$3.4M	Sell	25,034 -111	-0.4%	-$14.7K	1.29%	12
2022 Q3	$3.04M	Sell	25,145 -277	-1%	-$35.7K	1.25%	13
2022 Q2	$3.26M	Sell	25,422 -737	-3%	-$96.6K	1.39%	12
2022 Q1	$3.58M	Buy	26,159 +855	+3%	+$113K	1.24%	11
2021 Q4	$3.56M	Buy	25,304 +233	+0.9%	+$30.9K	1.25%	12
2021 Q3	$3.19M	Buy	25,071 +203	+0.8%	+$26.8K	1.28%	13
2021 Q2	$3.13M	Buy	24,868 +103	+0.4%	+$12.6K	1.33%	14
2021 Q1	$2.89M	Sell	24,765 -18,657	-43%	-$2.15M	1.41%	15
2020 Q4	$4.93M	Buy	43,422 +252	+0.6%	+$27.5K	2.96%	6
2020 Q3	$4.55M	Sell	43,170 -1,652	-4%	-$174K	3.37%	6
2020 Q2	$4.49M	Buy	44,822 +443	+1%	+$43.7K	3.18%	6
2020 Q1	$3.93M	Buy	44,379 +19,473	+78%	+$1.89M	2.89%	6
2019 Q4	$2.54M	Buy	+24,906	New	+$2.39M	1.86%	11

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

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

EPG Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.37% in Q2 2026, selling an estimated $8.63K and leaving 15,760 shares worth $2.5M. The position accounts for 0.6% of the portfolio, ranked #45.

EPG Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.93M in Q4 2020. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

EPG Wealth Management held 15,760 shares of State Street Health Care Select Sector SPDR ETF worth $2.5M as of Q2 2026.
EPG Wealth Management sold 58 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.63K.
State Street Health Care Select Sector SPDR ETF made up 0.6% of EPG Wealth Management's portfolio in Q2 2026, its #45 holding.
EPG Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $4.93M in Q4 2020.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.