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

Gray Private 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	$241K	Hold	1,516	–	–	0.1%	51
2026 Q1	$222K	Hold	1,516	–	–	0.11%	46
2025 Q4	$235K	Hold	1,516	–	–	0.11%	43
2025 Q3	$211K	Hold	1,516	–	–	0.11%	44
2025 Q2	$204K	Hold	1,516	–	–	0.11%	45
2025 Q1	$221K	Hold	1,516	–	–	0.13%	37
2024 Q4	$209K	Hold	1,516	–	–	0.12%	39
2024 Q3	$233K	Hold	1,516	–	–	0.14%	36
2024 Q2	$221K	Hold	1,516	–	–	0.14%	34
2024 Q1	$224K	Buy	+1,516	New	+$217K	0.15%	34

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

Gray Private Wealth's XLV Position: Q2 2026 in Review

Gray Private Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,516 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #51.

Gray Private Wealth first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,848 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Gray Private Wealth held 1,516 shares of State Street Health Care Select Sector SPDR ETF worth $241K as of Q2 2026.
Gray Private Wealth left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Gray Private Wealth's portfolio in Q2 2026, its #51 holding.
Gray Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,848 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.