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

Marion 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	$3.36M	Buy	21,151 +493	+2%	+$73.3K	0.68%	33
2026 Q1	$3.03M	Buy	20,658 +149	+0.7%	+$23K	0.67%	38
2025 Q4	$3.23M	Buy	20,509 +220	+1%	+$32.9K	0.72%	35
2025 Q3	$2.82M	Buy	20,289 +231	+1%	+$31.3K	0.67%	38
2025 Q2	$2.7M	Buy	20,058 +681	+4%	+$92K	0.68%	37
2025 Q1	$2.83M	Buy	19,377 +605	+3%	+$87.9K	0.76%	34
2024 Q4	$2.58M	Buy	18,772 +628	+3%	+$91.9K	0.68%	39
2024 Q3	$2.79M	Buy	18,144 +777	+4%	+$118K	0.75%	35
2024 Q2	$2.53M	Buy	17,367 +366	+2%	+$52.5K	0.74%	33
2024 Q1	$2.51M	Sell	17,001 -97	-0.6%	-$13.9K	0.75%	35
2023 Q4	$2.33M	Buy	17,098 +953	+6%	+$124K	0.75%	39
2023 Q3	$2.08M	Buy	16,145 +411	+3%	+$54.6K	0.73%	34
2023 Q2	$2.09M	Buy	15,734 +324	+2%	+$42.7K	0.74%	35
2023 Q1	$1.99M	Buy	15,410 +1,178	+8%	+$154K	0.74%	33
2022 Q4	$1.93M	Buy	14,232 +1,549	+12%	+$205K	0.82%	30
2022 Q3	$1.54M	Buy	12,683 +1,818	+17%	+$234K	0.79%	28
2022 Q2	$1.39M	Buy	10,865 +931	+9%	+$122K	0.73%	33
2022 Q1	$1.36M	Buy	9,934 +102	+1%	+$13.5K	0.66%	34
2021 Q4	$1.39M	Buy	+9,832	New	+$1.31M	0.66%	35

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

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

Marion Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q2 2026, buying an estimated $73.3K and bringing the position to 21,151 shares worth $3.36M. The position accounts for 0.68% of the portfolio, ranked #33.

Marion Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Marion Wealth Management held 21,151 shares of State Street Health Care Select Sector SPDR ETF worth $3.36M as of Q2 2026.
Marion Wealth Management bought 493 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $73.3K.
State Street Health Care Select Sector SPDR ETF made up 0.68% of Marion Wealth Management's portfolio in Q2 2026, its #33 holding.
Marion Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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