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

Lodestone Wealth Management’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	$481K	Buy	3,029 +295	+11%	+$43.9K	0.17%	118
2026 Q1	$401K	Buy	2,734 +151	+6%	+$23.3K	0.16%	120
2025 Q4	$400K	Buy	2,583 +59	+2%	+$8.84K	0.16%	117
2025 Q3	$351K	Buy	2,524 +83	+3%	+$11.2K	0.16%	129
2025 Q2	$329K	Buy	2,441 +231	+10%	+$31.2K	0.16%	125
2025 Q1	$323K	Buy	2,210 +1	+0%	+$145	0.17%	115
2024 Q4	$304K	Buy	2,209 +7	+0.3%	+$1.02K	0.15%	117
2024 Q3	$339K	Sell	2,202 -1,801	-45%	-$273K	0.17%	110
2024 Q2	$583K	Sell	4,003 -315	-7%	-$45.2K	0.31%	78
2024 Q1	$638K	Sell	4,318 -3	-0.1%	-$430	0.33%	71
2023 Q4	$589K	Sell	4,321 -42	-1%	-$5.46K	0.34%	72
2023 Q3	$562K	Sell	4,363 -334	-7%	-$44.3K	0.39%	64
2023 Q2	$623K	Sell	4,697 -887	-16%	-$117K	0.43%	62
2023 Q1	$723K	Sell	5,584 -44	-0.8%	-$5.75K	0.56%	54
2022 Q4	$765K	Buy	+5,628	New	+$746K	0.62%	52

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

Lodestone Wealth Management's XLV Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $43.9K and bringing the position to 3,029 shares worth $481K. The position accounts for 0.17% of the portfolio, ranked #118.

Lodestone Wealth Management first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $765K in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Lodestone Wealth Management held 3,029 shares of State Street Health Care Select Sector SPDR ETF worth $481K as of Q2 2026.
Lodestone Wealth Management bought 295 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $43.9K.
State Street Health Care Select Sector SPDR ETF made up 0.17% of Lodestone Wealth Management's portfolio in Q2 2026, its #118 holding.
Lodestone Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $765K in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.