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

Grantvest Financial 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	$303K	Buy	1,911 +12	+0.6%	+$1.78K	0.18%	140
2026 Q1	$278K	Sell	1,899 -25	-1%	-$3.86K	0.18%	136
2025 Q4	$298K	Sell	1,924 -79	-4%	-$11.8K	0.19%	126
2025 Q3	$279K	Sell	2,003 -500	-20%	-$67.7K	0.19%	126
2025 Q2	$337K	Buy	2,503 +4	+0.2%	+$540	0.25%	94
2025 Q1	$365K	Buy	2,499 +19	+0.8%	+$2.76K	0.3%	82
2024 Q4	$341K	Buy	+2,480	New	+$363K	0.38%	85

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

Grantvest Financial Group's XLV Position: Q2 2026 in Review

Grantvest Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.63% in Q2 2026, buying an estimated $1.78K and bringing the position to 1,911 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #140.

Grantvest Financial Group first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Grantvest Financial Group held 1,911 shares of State Street Health Care Select Sector SPDR ETF worth $303K as of Q2 2026.
Grantvest Financial Group bought 12 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.78K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Grantvest Financial Group's portfolio in Q2 2026, its #140 holding.
Grantvest Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $365K in Q1 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.