Legacy Wealth Management (Idaho)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Wealth Management (Idaho)’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	-66	Closed	-$9.68K	–	986
2026 Q1	$9.68K	Sell	66 -20	-23%	-$3.08K	﹤0.01%	495
2025 Q4	$13.3K	Sell	86 -22	-20%	-$3.29K	0.01%	380
2025 Q3	$15K	Buy	108 +42	+64%	+$5.68K	0.01%	299
2025 Q2	$8.9K	Sell	66 -63	-49%	-$8.51K	﹤0.01%	332
2025 Q1	$18.8K	Buy	129 +63	+95%	+$9.15K	0.01%	257
2024 Q4	$9.66K	Sell	66 -150	-69%	-$22K	0.01%	293
2024 Q3	$31.7K	Buy	+216	New	+$32.7K	0.02%	154

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XLV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 66 shares — an estimated $9.68K sold.

Legacy Wealth Management (Idaho) first reported a position in XLV in Q3 2024 and held it in 7 quarters. The position peaked at $31.7K in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 66 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.68K.
Legacy Wealth Management (Idaho) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Health Care Select Sector SPDR ETF position peaked at $31.7K in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.