Greykasell Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Greykasell Wealth Strategies’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	-247	Closed	-$36.2K	–	563
2026 Q1	$36.2K	Buy	247 +35	+17%	+$5.4K	0.01%	276
2025 Q4	$32.8K	Buy	212 +1	+0.5%	+$150	0.01%	271
2025 Q3	$29.4K	Buy	+211	New	+$28.6K	0.01%	234

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

Greykasell Wealth Strategies's XLV Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 247 shares — an estimated $36.2K sold.

Greykasell Wealth Strategies first reported a position in XLV in Q3 2025 and held it in 3 quarters. The position peaked at $36.2K in Q1 2026. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Greykasell Wealth Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Greykasell Wealth Strategies sold 247 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $36.2K.
Greykasell Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
Greykasell Wealth Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $36.2K in Q1 2026.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.