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

Insight Wealth Strategies’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	–	Sell	-85,647	Closed	-$12.6M	–	204
2026 Q1	$12.6M	Buy	85,647 +1,580	+2%	+$244K	1.4%	22
2025 Q4	$13M	Sell	84,067 -239	-0.3%	-$35.8K	1.49%	19
2025 Q3	$11.7M	Buy	+84,306	New	+$11.4M	1.38%	24
2024 Q4	–	Sell	-57,495	Closed	-$8.86M	–	178
2024 Q3	$8.86M	Buy	+57,495	New	+$8.71M	1.17%	23
2024 Q2	–	Sell	-56,098	Closed	-$8.29M	–	168
2024 Q1	$8.29M	Buy	+56,098	New	+$8.05M	1.22%	22

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 Strategies's XLV Position: Q2 2026 in Review

Insight Wealth Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 85,647 shares — an estimated $12.6M sold.

Insight Wealth Strategies first reported a position in XLV in Q1 2024 and held it in 5 quarters. The position peaked at $13M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Insight Wealth Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Insight Wealth Strategies sold 85,647 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6M.
Insight Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Insight Wealth Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $13M in Q4 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.