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

Maridea 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	$2.09M	Buy	13,154 +542	+4%	+$80.6K	0.23%	108
2026 Q1	$1.85M	Buy	12,612 +901	+8%	+$139K	0.27%	99
2025 Q4	$1.81M	Sell	11,711 -60	-0.5%	-$8.99K	0.27%	95
2025 Q3	$1.7M	Buy	+11,771	New	+$1.59M	0.27%	94

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

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

Maridea Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q2 2026, buying an estimated $80.6K and bringing the position to 13,154 shares worth $2.09M. The position accounts for 0.23% of the portfolio, ranked #108.

Maridea Wealth Management first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Maridea Wealth Management held 13,154 shares of State Street Health Care Select Sector SPDR ETF worth $2.09M as of Q2 2026.
Maridea Wealth Management bought 542 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $80.6K.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Maridea Wealth Management's portfolio in Q2 2026, its #108 holding.
Maridea Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.