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

LeClair 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	$276K	Buy	+1,742	New	+$259K	0.14%	106
2026 Q1	–	Sell	-1,742	Closed	-$270K	–	201
2025 Q4	$270K	Sell	1,742 -40	-2%	-$5.99K	0.16%	87
2025 Q3	$248K	Sell	1,782 -695	-28%	-$94K	0.15%	83
2025 Q2	$334K	Hold	2,477	–	–	0.23%	70
2025 Q1	$362K	Sell	2,477 -55	-2%	-$7.99K	0.26%	67
2024 Q4	$348K	Buy	+2,532	New	+$371K	0.23%	69

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

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

LeClair Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,742 shares worth $276K. The stake represents 0.14% of the portfolio and ranks #106 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in XLV as recently as Q4 2025.

LeClair Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q1 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

LeClair Wealth Partners held 1,742 shares of State Street Health Care Select Sector SPDR ETF worth $276K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new LeClair Wealth Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.14% of LeClair Wealth Partners's portfolio in Q2 2026, its #106 holding.
LeClair Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $362K in Q1 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.