GWN Securities’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

GWN Securities’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	$369K	Sell	2,328 -1,576	-40%	-$234K	0.06%	364
2026 Q1	$573K	Buy	3,904 +190	+5%	+$29.3K	0.11%	231
2025 Q4	$575K	Buy	3,714 +1,102	+42%	+$165K	0.12%	206
2025 Q3	$365K	Sell	2,612 -2,118	-45%	-$287K	0.08%	254
2025 Q2	$639K	Sell	4,730 -7,094	-60%	-$958K	0.12%	174
2025 Q1	$1.56M	Buy	11,824 +10,370	+713%	+$1.51M	0.09%	232
2024 Q4	$208K	Buy	+1,454	New	+$213K	0.06%	326

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

GWN Securities's XLV Position: Q2 2026 in Review

GWN Securities reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 40% in Q2 2026, selling an estimated $234K and leaving 2,328 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #364.

GWN Securities first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

GWN Securities held 2,328 shares of State Street Health Care Select Sector SPDR ETF worth $369K as of Q2 2026.
GWN Securities sold 1,576 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $234K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of GWN Securities's portfolio in Q2 2026, its #364 holding.
GWN Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's State Street Health Care Select Sector SPDR ETF position peaked at $1.56M in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.