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

Insight Wealth 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	$809K	Buy	5,101 +105	+2%	+$15.6K	0.11%	69
2026 Q1	$732K	Sell	4,996 -36	-0.7%	-$5.55K	0.1%	70
2025 Q4	$779K	Sell	5,032 -90	-2%	-$13.5K	0.11%	67
2025 Q3	$713K	Buy	5,122 +297	+6%	+$40.2K	0.22%	66
2025 Q2	$650K	Sell	4,825 -37	-0.8%	-$5K	0.25%	59
2025 Q1	$710K	Sell	4,862 -264	-5%	-$38.4K	0.12%	59
2024 Q4	$705K	Sell	5,126 -380	-7%	-$55.6K	0.1%	56
2024 Q3	$848K	Buy	5,506 +2,718	+97%	+$412K	0.17%	47
2024 Q2	$406K	Buy	2,788 +758	+37%	+$109K	0.07%	69
2024 Q1	$300K	Buy	+2,030	New	+$291K	0.05%	76

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

Insight Wealth Partners's XLV Position: Q2 2026 in Review

Insight Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 5,101 shares worth $809K. The position accounts for 0.11% of the portfolio, ranked #69.

Insight Wealth Partners first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $848K in Q3 2024. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Insight Wealth Partners held 5,101 shares of State Street Health Care Select Sector SPDR ETF worth $809K as of Q2 2026.
Insight Wealth Partners bought 105 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $15.6K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Insight Wealth Partners's portfolio in Q2 2026, its #69 holding.
Insight Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $848K in Q3 2024.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.