Heritage Wealth Management (Ohio)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Heritage Wealth Management (Ohio)’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	$363K	Hold	2,290	–	–	0.09%	203
2026 Q1	$336K	Buy	2,290 +340	+17%	+$52.4K	0.17%	117
2025 Q4	$302K	Hold	1,950	–	–	0.08%	202
2025 Q3	$271K	Hold	1,950	–	–	0.08%	202
2025 Q2	$263K	Sell	1,950 -99	-5%	-$13.4K	0.09%	198
2025 Q1	$299K	Hold	2,049	–	–	0.1%	186
2024 Q4	$282K	Hold	2,049	–	–	0.09%	190
2024 Q3	$316K	Hold	2,049	–	–	0.1%	178
2024 Q2	$296K	Buy	+2,049	New	+$294K	0.1%	179

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

Heritage Wealth Management (Ohio)'s XLV Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,290 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #203.

Heritage Wealth Management (Ohio) first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,290 shares of State Street Health Care Select Sector SPDR ETF worth $363K as of Q2 2026.
Heritage Wealth Management (Ohio) 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 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #203 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.