GWP
XLV icon

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

Gateway 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 		$1.28M Sell
8,067
-7,688
-49% -$1.14M 0.08% 254
2026
Q1 		$2.31M Sell
15,755
-10,371
-40% -$1.6M 0.09% 231
2025
Q4 		$4.04M Sell
26,126
-141
-0.5% -$21.1K 0.45% 62
2025
Q3 		$3.66M Buy
26,267
+4,337
+20% +$587K 0.49% 58
2025
Q2 		$2.96M Buy
21,930
+12,127
+124% +$1.64M 0.56% 51
2025
Q1 		$1.43M Buy
9,803
+1,887
+24% +$274K 0.32% 82
2024
Q4 		$1.09M Buy
7,916
+5,422
+217% +$793K 0.28% 90
2024
Q3 		$384K Sell
2,494
-389
-13% -$59K 0.11% 176
2024
Q2 		$420K Sell
2,883
-162
-5% -$23.2K 0.13% 164
2024
Q1 		$450K Sell
3,045
-919
-23% -$132K 0.16% 125
2023
Q4 		$541K Sell
3,964
-27,016
-87% -$3.51M 0.22% 100
2023
Q3 		$3.99M Buy
30,980
+801
+3% +$106K 0.72% 31
2023
Q2 		$4.01M Buy
30,179
+173
+0.6% +$22.8K 0.72% 28
2023
Q1 		$3.88M Buy
30,006
+3,728
+14% +$487K 0.6% 30
2022
Q4 		$3.57M Buy
+26,278
New +$3.48M 0.61% 31

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

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

Gateway Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 49% in Q2 2026, selling an estimated $1.14M and leaving 8,067 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #254.

Gateway Wealth Partners first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.04M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Gateway Wealth Partners held 8,067 shares of State Street Health Care Select Sector SPDR ETF worth $1.28M as of Q2 2026.
  • Gateway Wealth Partners sold 7,688 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14M.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Gateway Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.04M in Q4 2025.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.