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

Focused 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	$391K	Sell	2,464 -180	-7%	-$26.8K	0.03%	159
2026 Q1	$388K	Sell	2,644 -628	-19%	-$96.9K	0.04%	133
2025 Q4	$506K	Buy	3,272 +621	+23%	+$93K	0.05%	106
2025 Q3	$369K	Sell	2,651 -58	-2%	-$7.85K	0.04%	128
2025 Q2	$365K	Sell	2,709 -236	-8%	-$31.9K	0.04%	118
2025 Q1	$430K	Sell	2,945 -2,501	-46%	-$363K	0.06%	99
2024 Q4	$749K	Sell	5,446 -71,236	-93%	-$10.4M	0.1%	65
2024 Q3	$11.8M	Buy	76,682 +1,741	+2%	+$264K	1.54%	14
2024 Q2	$10.9M	Buy	74,941 +3,043	+4%	+$437K	1.56%	15
2024 Q1	$10.6M	Buy	71,898 +3,414	+5%	+$490K	1.63%	15
2023 Q4	$9.34M	Sell	68,484 -858	-1%	-$112K	1.54%	15
2023 Q3	$8.93M	Buy	69,342 +3,250	+5%	+$431K	1.58%	14
2023 Q2	$8.77M	Buy	66,092 +1,779	+3%	+$235K	1.58%	13
2023 Q1	$8.33M	Sell	64,313 -1,792	-3%	-$234K	1.68%	13
2022 Q4	$8.98M	Buy	66,105 +1,252	+2%	+$166K	1.83%	11
2022 Q3	$7.85M	Buy	64,853 +2,229	+4%	+$287K	1.65%	12
2022 Q2	$8.03M	Buy	62,624 +933	+2%	+$122K	1.46%	15
2022 Q1	$8.45M	Buy	61,691 +2,346	+4%	+$311K	1.34%	14
2021 Q4	$8.36M	Buy	59,345 +1,367	+2%	+$182K	1.29%	16
2021 Q3	$7.38M	Buy	57,978 +523	+0.9%	+$69.1K	1.2%	17
2021 Q2	$7.24M	Buy	57,455 +2,790	+5%	+$342K	1.19%	16
2021 Q1	$6.38M	Buy	54,665 +3,037	+6%	+$351K	1.13%	15
2020 Q4	$5.86M	Buy	51,628 +1,742	+3%	+$190K	1.14%	15
2020 Q3	$5.26M	Buy	49,886 +2,456	+5%	+$259K	1.14%	15
2020 Q2	$4.75M	Buy	+47,430	New	+$4.68M	1.1%	15
2015 Q4	–	Sell	-52	Closed	-$3K	–	733
2015 Q3	$3K	Buy	+52	New	+$3.8K	﹤0.01%	554

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

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

Focused Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.8% in Q2 2026, selling an estimated $26.8K and leaving 2,464 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #159.

Focused Wealth Management first reported a position in XLV in Q3 2015 and has held it in 26 quarters since. The position peaked at $11.8M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Focused Wealth Management held 2,464 shares of State Street Health Care Select Sector SPDR ETF worth $391K as of Q2 2026.
Focused Wealth Management sold 180 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $26.8K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #159 holding.
Focused Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and has held it in 26 quarters since.
Focused Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11.8M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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