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

Grant Private 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 		$243K Buy
+1,534
New +$228K 0.1% 144

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grant Private Wealth Management's XLV Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,534 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #144 among its holdings.

321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Grant Private Wealth Management held 1,534 shares of State Street Health Care Select Sector SPDR ETF worth $243K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Grant Private Wealth Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #144 holding.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.