Golden State Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Golden State Wealth Management’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	$940K	Sell	5,926 -669	-10%	-$99.5K	0.09%	191
2026 Q1	$967K	Sell	6,595 -352	-5%	-$54.3K	0.11%	161
2025 Q4	$1.08M	Sell	6,947 -353	-5%	-$52.9K	0.11%	144
2025 Q3	$1.02M	Sell	7,300 -142	-2%	-$19.2K	0.11%	141
2025 Q2	$1M	Sell	7,442 -755	-9%	-$102K	0.12%	139
2025 Q1	$1.2M	Buy	8,197 +310	+4%	+$45K	0.18%	104
2024 Q4	$1.09M	Buy	+7,887	New	+$1.15M	0.16%	109
2022 Q1	$902K	Buy	6,587 +361	+6%	+$47.8K	0.18%	119
2021 Q4	$877K	Buy	6,226 +2,181	+54%	+$290K	0.15%	139
2021 Q3	$515K	Sell	4,045 -218	-5%	-$28.8K	0.11%	155
2021 Q2	$537K	Buy	4,263 +252	+6%	+$30.9K	0.12%	156
2021 Q1	$468K	Sell	4,011 -1,886	-32%	-$218K	0.15%	104
2020 Q4	$669K	Buy	5,897 +182	+3%	+$19.9K	0.19%	100
2020 Q3	$603K	Sell	5,715 -2,359	-29%	-$248K	0.2%	81
2020 Q2	$807K	Buy	8,074 +4,365	+118%	+$431K	0.21%	89
2020 Q1	$329K	Buy	+3,709	New	+$360K	0.15%	108
2019 Q4	–	Sell	-6,356	Closed	-$573K	–	992
2019 Q3	$573K	Sell	6,356 -70	-1%	-$6.39K	0.19%	96
2019 Q2	$595K	Sell	6,426 -1,449	-18%	-$130K	0.19%	103
2019 Q1	$723K	Buy	+7,875	New	+$710K	0.24%	82

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

Golden State Wealth Management's XLV Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, selling an estimated $99.5K and leaving 5,926 shares worth $940K. The position accounts for 0.09% of the portfolio, ranked #191.

Golden State Wealth Management first reported a position in XLV in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Golden State Wealth Management held 5,926 shares of State Street Health Care Select Sector SPDR ETF worth $940K as of Q2 2026.
Golden State Wealth Management sold 669 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $99.5K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #191 holding.
Golden State Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.2M in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.