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

Goodman Advisory 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	–	Sell	-209	Closed	-$30.6K	–	182
2026 Q1	$30.6K	Sell	209 -72	-26%	-$11.1K	0.01%	123
2025 Q4	$43.5K	Buy	+281	New	+$42.1K	0.01%	106
2024 Q4	–	Sell	-539	Closed	-$83K	–	194
2024 Q3	$83K	Buy	539 +185	+52%	+$28K	0.02%	103
2024 Q2	$51.6K	Sell	354 -14,254	-98%	-$2.04M	0.02%	112
2024 Q1	$2.16M	Buy	14,608 +9,968	+215%	+$1.43M	0.68%	34
2023 Q4	$633K	Buy	4,640 +2,756	+146%	+$359K	0.22%	50
2023 Q3	$243K	Sell	1,884 -1,048	-36%	-$139K	0.09%	64
2023 Q2	$389K	Buy	+2,932	New	+$387K	0.14%	48

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

Goodman Advisory Group's XLV Position: Q2 2026 in Review

Goodman Advisory Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 209 shares — an estimated $30.6K sold.

Goodman Advisory Group first reported a position in XLV in Q2 2023 and held it in 8 quarters. The position peaked at $2.16M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Goodman Advisory Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 209 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $30.6K.
Goodman Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Goodman Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.16M in Q1 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.