Glassman Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Glassman Wealth Services’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	$89.8K	Buy	+566	New	+$84.2K	0.01%	120
2024 Q3	–	Sell	-3,536	Closed	-$515K	–	198
2024 Q2	$515K	Sell	3,536 -53	-1%	-$7.6K	0.1%	31
2024 Q1	$530K	Buy	3,589 +34	+1%	+$4.88K	0.11%	30
2023 Q4	$485K	Hold	3,555	–	–	0.07%	86
2023 Q3	$458K	Buy	3,555 +26	+0.7%	+$3.45K	0.07%	82
2023 Q2	$468K	Sell	3,529 -71	-2%	-$9.36K	0.08%	81
2023 Q1	$466K	Buy	3,600 +45	+1%	+$5.88K	0.08%	78
2022 Q4	$483K	Buy	3,555 +26	+0.7%	+$3.44K	0.09%	85
2022 Q3	$427K	Hold	3,529	–	–	0.09%	82
2022 Q2	$453K	Hold	3,529	–	–	0.09%	84
2022 Q1	$483K	Hold	3,529	–	–	0.09%	82
2021 Q4	$497K	Buy	+3,529	New	+$469K	0.09%	81
2016 Q4	–	Sell	-456	Closed	-$33K	–	727
2016 Q3	$33K	Buy	+456	New	+$33.6K	0.03%	180

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

Glassman Wealth Services's XLV Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 566 shares worth $89.8K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in XLV as recently as Q2 2024.

Glassman Wealth Services first reported a position in XLV in Q3 2016 and has held it in 13 quarters since. The position peaked at $530K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Glassman Wealth Services held 566 shares of State Street Health Care Select Sector SPDR ETF worth $89.8K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Glassman Wealth Services position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #120 holding.
Glassman Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2016 and has held it in 13 quarters since.
Glassman Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $530K in Q1 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.