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

Marks Group 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	$525K	Sell	3,308 -44,800	-93%	-$6.66M	0.05%	262
2026 Q1	$7.05M	Buy	48,108 +42,309	+730%	+$6.53M	0.68%	41
2025 Q4	$898K	Buy	5,799 +2,437	+72%	+$365K	0.09%	199
2025 Q3	$468K	Hold	3,362	–	–	0.04%	226
2025 Q2	$453K	Sell	3,362 -600	-15%	-$81K	0.04%	232
2025 Q1	$578K	Sell	3,962 -69	-2%	-$10K	0.06%	225
2024 Q4	$555K	Hold	4,031	–	–	0.05%	211
2024 Q3	$621K	Hold	4,031	–	–	0.06%	205
2024 Q2	$588K	Sell	4,031 -1,077	-21%	-$154K	0.06%	208
2024 Q1	$755K	Buy	5,108 +253	+5%	+$36.3K	0.08%	190
2023 Q4	$662K	Buy	4,855 +977	+25%	+$127K	0.08%	190
2023 Q3	$499K	Buy	3,878 +16	+0.4%	+$2.12K	0.06%	209
2023 Q2	$513K	Buy	3,862 +15	+0.4%	+$1.98K	0.06%	207
2023 Q1	$498K	Buy	3,847 +15	+0.4%	+$1.96K	0.06%	208
2022 Q4	$521K	Buy	+3,832	New	+$508K	0.07%	206

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

Marks Group Wealth Management's XLV Position: Q2 2026 in Review

Marks Group Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 93% in Q2 2026, selling an estimated $6.66M and leaving 3,308 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #262.

Marks Group Wealth Management first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.05M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Marks Group Wealth Management held 3,308 shares of State Street Health Care Select Sector SPDR ETF worth $525K as of Q2 2026.
Marks Group Wealth Management sold 44,800 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.66M.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Marks Group Wealth Management's portfolio in Q2 2026, its #262 holding.
Marks Group 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.
Marks Group Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $7.05M in Q1 2026.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.