Icon Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Icon Wealth Advisors’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	$298K	Hold	1,880	–	–	0.02%	345
2026 Q1	$269K	Hold	1,880	–	–	0.02%	334
2025 Q4	$291K	Sell	1,880 -144	-7%	-$21.6K	0.02%	328
2025 Q3	$282K	Hold	2,024	–	–	0.02%	321
2025 Q2	$273K	Hold	2,024	–	–	0.02%	323
2025 Q1	$296K	Hold	2,024	–	–	0.02%	291
2024 Q4	$278K	Sell	2,024 -382	-16%	-$55.9K	0.02%	314
2024 Q3	$371K	Buy	+2,406	New	+$365K	0.03%	255
2024 Q2	–	Sell	-2,503	Closed	-$370K	–	505
2024 Q1	$370K	Buy	2,503 +170	+7%	+$24.4K	0.03%	241
2023 Q4	$318K	Buy	+2,333	New	+$303K	0.03%	259
2022 Q4	$357K	Buy	2,625 +226	+9%	+$29.9K	0.04%	224
2022 Q3	$291K	Buy	+2,399	New	+$309K	0.04%	247

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

Icon Wealth Advisors's XLV Position: Q2 2026 in Review

Icon Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,880 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #345.

Icon Wealth Advisors first reported a position in XLV in Q3 2022 and has held it in 12 quarters since. The position peaked at $371K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Icon Wealth Advisors held 1,880 shares of State Street Health Care Select Sector SPDR ETF worth $298K as of Q2 2026.
Icon Wealth Advisors 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 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #345 holding.
Icon Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $371K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.