Guardian Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Guardian Partners’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	$1.11M	Hold	7,000	–	–	0.1%	109
2026 Q1	$1.03M	Sell	7,000 -6,000	-46%	-$926K	0.09%	117
2025 Q4	$2.03M	Buy	+13,000	New	+$1.95M	0.16%	95

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

Guardian Partners's XLV Position: Q2 2026 in Review

Guardian Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 7,000 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #109.

Guardian Partners first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 1,858 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Guardian Partners held 7,000 shares of State Street Health Care Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Guardian Partners 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 Guardian Partners's portfolio in Q2 2026, its #109 holding.
Guardian Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Guardian Partners's State Street Health Care Select Sector SPDR ETF position peaked at $2.03M in Q4 2025.
1,858 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.