Forvis Mazars Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Forvis Mazars Wealth Advisors’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	$502K	Sell	3,161 -442	-12%	-$65.8K	0.01%	306
2026 Q1	$528K	Sell	3,603 -320	-8%	-$49.4K	0.01%	278
2025 Q4	$607K	Sell	3,923 -129	-3%	-$19.3K	0.01%	260
2025 Q3	$564K	Buy	4,052 +250	+7%	+$33.8K	0.01%	265
2025 Q2	$512K	Sell	3,802 -182	-5%	-$24.6K	0.01%	281
2025 Q1	$582K	Sell	3,984 -166	-4%	-$24.1K	0.01%	263
2024 Q4	$571K	Buy	4,150 +408	+11%	+$59.7K	0.01%	290
2024 Q3	$576K	Hold	3,742	–	–	0.01%	296
2024 Q2	$545K	Sell	3,742 -31	-0.8%	-$4.45K	0.01%	274
2024 Q1	$557K	Sell	3,773 -153	-4%	-$21.9K	0.01%	274
2023 Q4	$535K	Sell	3,926 -375	-9%	-$48.8K	0.01%	269
2023 Q3	$554K	Buy	4,301 +1,276	+42%	+$169K	0.02%	258
2023 Q2	$402K	Hold	3,025	–	–	0.01%	318
2023 Q1	$392K	Hold	3,025	–	–	0.01%	296
2022 Q4	$411K	Hold	3,025	–	–	0.01%	284
2022 Q3	$366K	Hold	3,025	–	–	0.01%	291
2022 Q2	$388K	Sell	3,025 -108	-3%	-$14.2K	0.02%	285
2022 Q1	$429K	Buy	+3,133	New	+$415K	0.02%	202
2021 Q2	–	Sell	-3,074	Closed	-$359K	–	281
2021 Q1	$359K	Sell	3,074 -718	-19%	-$82.9K	0.02%	206
2020 Q4	$430K	Buy	+3,792	New	+$414K	0.02%	246
2019 Q2	–	Sell	-2,353	Closed	-$216K	–	266
2019 Q1	$216K	Buy	+2,353	New	+$212K	0.02%	238
2018 Q4	–	Sell	-2,248	Closed	-$214K	–	248
2018 Q3	$214K	Buy	+2,248	New	+$203K	0.02%	218
2017 Q4	–	Sell	-2,666	Closed	-$218K	–	249
2017 Q3	$218K	Hold	2,666	–	–	0.02%	213
2017 Q2	$211K	Buy	+2,666	New	+$203K	0.02%	212
2015 Q3	–	Sell	-3,054	Closed	-$227K	–	200
2015 Q2	$227K	Buy	+3,054	New	+$226K	0.03%	168

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

Forvis Mazars Wealth Advisors's XLV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $65.8K and leaving 3,161 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #306.

Forvis Mazars Wealth Advisors first reported a position in XLV in Q2 2015 and has held it in 25 quarters since. The position peaked at $607K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Forvis Mazars Wealth Advisors held 3,161 shares of State Street Health Care Select Sector SPDR ETF worth $502K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 442 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.8K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #306 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and has held it in 25 quarters since.
Forvis Mazars Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $607K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.