Jamison Private Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Buy
+1,324
New +$197K 0.02% 219
2024
Q4
Sell
-1,016
Closed -$156K 492
2024
Q3
$156K Hold
1,016
0.02% 203
2024
Q2
$148K Buy
+1,016
New +$146K 0.02% 192

Other funds holding XLV

Jamison Private Wealth Management's XLV Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,324 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in XLV as recently as Q3 2024.

Jamison Private Wealth Management first reported a position in XLV in Q2 2024 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Jamison Private Wealth Management held 1,324 shares of State Street Health Care Select Sector SPDR ETF worth $210K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Jamison Private Wealth Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Jamison Private Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Jamison Private Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.