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

Gen-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	$3.97K	Hold	25	–	–	﹤0.01%	606
2026 Q1	$3.67K	Hold	25	–	–	﹤0.01%	610
2025 Q4	$3.87K	Hold	25	–	–	﹤0.01%	580
2025 Q3	$3.48K	Hold	25	–	–	﹤0.01%	586
2025 Q2	$3.37K	Hold	25	–	–	﹤0.01%	540
2025 Q1	$3.65K	Hold	25	–	–	﹤0.01%	523
2024 Q4	$3.44K	Hold	25	–	–	﹤0.01%	553
2024 Q3	$3.7K	Hold	25	–	–	﹤0.01%	568
2024 Q2	$3.64K	Hold	25	–	–	﹤0.01%	546
2024 Q1	$3.69K	Buy	+25	New	+$3.59K	﹤0.01%	537

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

Gen-Wealth Partners's XLV Position: Q2 2026 in Review

Gen-Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 25 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Gen-Wealth Partners first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Gen-Wealth Partners held 25 shares of State Street Health Care Select Sector SPDR ETF worth $3.97K as of Q2 2026.
Gen-Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #606 holding.
Gen-Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.