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Graves Light Lenhart Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Graves Light Lenhart Wealth’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 		$22.4M Sell
141,334
-1,248
-0.9% -$186K 2.09% 15
2026
Q1 		$20.9M Sell
142,582
-763
-0.5% -$118K 2.18% 14
2025
Q4 		$22.2M Buy
143,345
+1,594
+1% +$239K 2.35% 13
2025
Q3 		$19.7M Buy
141,751
+786
+0.6% +$106K 2.19% 13
2025
Q2 		$19M Sell
140,965
-2,659
-2% -$359K 2.26% 13
2025
Q1 		$21M Sell
143,624
-1,066
-0.7% -$155K 2.57% 12
2024
Q4 		$19.9M Sell
144,690
-1,326
-0.9% -$194K 2.47% 12
2024
Q3 		$22.5M Sell
146,016
-31,782
-18% -$4.82M 2.77% 10
2024
Q2 		$25.8M Buy
177,798
+901
+0.5% +$129K 2.95% 10
2024
Q1 		$26.1M Sell
176,897
-10,917
-6% -$1.57M 3.03% 10
2023
Q4 		$25.6M Sell
187,814
-1,153
-0.6% -$150K 3.18% 9
2023
Q3 		$24.6M Sell
188,967
-5,156
-3% -$685K 3.34% 7
2023
Q2 		$25.8M Sell
194,123
-434
-0.2% -$57.2K 3.48% 7
2023
Q1 		$25.2M Sell
194,557
-531
-0.3% -$69.4K 3.9% 6
2022
Q4 		$26.5M Buy
195,088
+1,099
+0.6% +$146K 4.08% 6
2022
Q3 		$23.5M Sell
193,989
-2,181
-1% -$281K 3.92% 7
2022
Q2 		$25.2M Buy
196,170
+4,938
+3% +$647K 3.84% 6
2022
Q1 		$26.2M Buy
191,232
+2,827
+2% +$374K 3.66% 6
2021
Q4 		$26.5M Buy
188,405
+3,546
+2% +$471K 3.77% 5
2021
Q3 		$23.5M Sell
184,859
-370
-0.2% -$48.9K 3.72% 6
2021
Q2 		$23.3M Buy
185,229
+6,261
+3% +$767K 3.74% 6
2021
Q1 		$20.9M Buy
178,968
+5,627
+3% +$650K 3.58% 6
2020
Q4 		$19.7M Sell
173,341
-628
-0.4% -$68.6K 3.67% 5
2020
Q3 		$18.4M Sell
173,969
-121
-0.1% -$12.7K 4.06% 5
2020
Q2 		$17.4M Buy
174,090
+1,285
+0.7% +$127K 4.08% 5
2020
Q1 		$15.3M Buy
172,805
+1,921
+1% +$187K 4.13% 5
2019
Q4 		$17.4M Sell
170,884
-670
-0.4% -$64.4K 3.66% 4
2019
Q3 		$16.3M Buy
171,554
+1,285
+0.8% +$117K 3.59% 4
2019
Q2 		$15.8M Buy
170,269
+980
+0.6% +$88.1K 3.77% 3
2019
Q1 		$15.5M Buy
169,289
+15,655
+10% +$1.41M 3.96% 3
2018
Q4 		$13.3M Buy
+153,634
New +$13.9M 3.9% 4

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Graves Light Lenhart Wealth's XLV Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.88% in Q2 2026, selling an estimated $186K and leaving 141,334 shares worth $22.4M. The position accounts for 2.09% of the portfolio, ranked #15.

Graves Light Lenhart Wealth first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.5M in Q4 2021. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Graves Light Lenhart Wealth held 141,334 shares of State Street Health Care Select Sector SPDR ETF worth $22.4M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 1,248 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $186K.
  • State Street Health Care Select Sector SPDR ETF made up 2.09% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #15 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $26.5M in Q4 2021.
  • 1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.