Forefront Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Forefront Wealth Partners’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	$425K	Sell	2,680 -796	-23%	-$118K	0.13%	118
2026 Q1	$510K	Sell	3,476 -947	-21%	-$146K	0.21%	94
2025 Q4	$685K	Sell	4,423 -237	-5%	-$35.5K	0.32%	67
2025 Q3	$648K	Sell	4,660 -5,049	-52%	-$683K	0.16%	111
2025 Q2	$1.33M	Buy	9,709 +1,752	+22%	+$237K	0.91%	32
2025 Q1	$1.16M	Sell	7,957 -623	-7%	-$90.5K	0.79%	34
2024 Q4	$1.18M	Buy	+8,580	New	+$1.26M	0.88%	35

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Forefront Wealth Partners's XLV Position: Q2 2026 in Review

Forefront Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $118K and leaving 2,680 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #118.

Forefront Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Forefront Wealth Partners held 2,680 shares of State Street Health Care Select Sector SPDR ETF worth $425K as of Q2 2026.
Forefront Wealth Partners sold 796 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $118K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Forefront Wealth Partners's portfolio in Q2 2026, its #118 holding.
Forefront Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.33M in Q2 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.