Gleason Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gleason Group’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	$40.2K	Buy	253 +1	+0.4%	+$149	﹤0.01%	139
2026 Q1	$37K	Buy	252 +1	+0.4%	+$154	﹤0.01%	134
2025 Q4	$38.9K	Buy	251 +1	+0.4%	+$150	﹤0.01%	129
2025 Q3	$34.8K	Buy	250 +1	+0.4%	+$135	﹤0.01%	123
2025 Q2	$33.6K	Buy	249 +1	+0.4%	+$135	﹤0.01%	126
2025 Q1	$36.2K	Buy	248 +1	+0.4%	+$145	0.01%	123
2024 Q4	$34K	Buy	247 +1	+0.4%	+$146	0.01%	128
2024 Q3	$37.8K	Buy	246 +1	+0.4%	+$152	0.01%	122
2024 Q2	$35.7K	Buy	245 +1	+0.4%	+$143	0.01%	137
2024 Q1	$36K	Buy	244 +1	+0.4%	+$143	0.01%	128
2023 Q4	$33.1K	Buy	243 +1	+0.4%	+$130	0.01%	128
2023 Q3	$31.1K	Buy	242 +1	+0.4%	+$133	0.01%	132
2023 Q2	$32K	Buy	241 +1	+0.4%	+$132	0.01%	135
2023 Q1	$31.1K	Buy	240 +1	+0.4%	+$131	0.01%	131
2022 Q4	$32.5K	Buy	239 +1	+0.4%	+$133	0.01%	132
2022 Q3	$29K	Buy	238 +1	+0.4%	+$129	0.01%	134
2022 Q2	$30K	Buy	237 +1	+0.4%	+$131	0.01%	133
2022 Q1	$32K	Buy	236 +1	+0.4%	+$132	0.01%	134
2021 Q4	$33K	Buy	235 +1	+0.4%	+$133	0.01%	125
2021 Q3	$30K	Buy	234 +1	+0.4%	+$132	0.01%	131
2021 Q2	$29K	Buy	233 +1	+0.4%	+$123	0.01%	131
2021 Q1	$27K	Buy	232 +1	+0.4%	+$115	0.01%	122
2020 Q4	$26K	Hold	231	–	–	0.01%	120
2020 Q3	$24K	Buy	231 +1	+0.4%	+$105	0.01%	115
2020 Q2	$23K	Buy	230 +1	+0.4%	+$99	0.01%	116
2020 Q1	$20K	Buy	229 +2	+0.9%	+$194	0.02%	119
2019 Q4	$23K	Buy	+227	New	+$21.8K	0.01%	130

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

Gleason Group's XLV Position: Q2 2026 in Review

Gleason Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.4% in Q2 2026, buying an estimated $149 and bringing the position to 253 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Gleason Group first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Gleason Group held 253 shares of State Street Health Care Select Sector SPDR ETF worth $40.2K as of Q2 2026.
Gleason Group bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #139 holding.
Gleason Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.