Golden State Equity Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Golden State Equity 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	–	Sell	-9,159	Closed	-$1.34M	–	1780
2026 Q1	$1.34M	Buy	9,159 +3,222	+54%	+$497K	0.1%	230
2025 Q4	$919K	Buy	+5,937	New	+$889K	0.15%	162
2025 Q2	–	Sell	-1,629	Closed	-$238K	–	480
2025 Q1	$238K	Buy	1,629 +113	+7%	+$16.4K	0.05%	378
2024 Q4	$209K	Buy	1,516 +459	+43%	+$67.2K	0.04%	405
2024 Q3	$163K	Sell	1,057 -999	-49%	-$151K	0.03%	418
2024 Q2	$300K	Buy	+2,056	New	+$295K	0.06%	320
2023 Q4	$273K	Sell	2,005 -101	-5%	-$13.1K	0.07%	300
2023 Q3	$271K	Buy	+2,106	New	+$280K	0.08%	266
2023 Q2	–	Sell	-1,755	Closed	-$227K	–	402
2023 Q1	$227K	Buy	+1,755	New	+$229K	0.12%	185
2021 Q4	–	Sell	-2,138	Closed	-$272K	–	265
2021 Q3	$272K	Buy	2,138 +1	+0%	+$132	0.11%	185
2021 Q2	$269K	Buy	+2,137	New	+$262K	0.1%	196
2021 Q1	–	Sell	-6,283	Closed	-$712K	–	220
2020 Q4	$712K	Buy	+6,283	New	+$686K	0.49%	57

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Golden State Equity Partners's XLV Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 9,159 shares — an estimated $1.34M sold.

Golden State Equity Partners first reported a position in XLV in Q4 2020 and held it in 12 quarters. The position peaked at $1.34M in Q1 2026. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 9,159 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
Golden State Equity Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 12 quarters.
Golden State Equity Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.34M in Q1 2026.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.