Marshall & Sterling Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Marshall & Sterling Wealth Advisors’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	$87.9K	Buy	+554	New	+$82.4K	0.05%	125
2025 Q4	–	Sell	-116	Closed	-$16.1K	–	641
2025 Q3	$16.1K	Buy	+116	New	+$15.7K	0.01%	288

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

Marshall & Sterling Wealth Advisors's XLV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 554 shares worth $87.9K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: Marshall & Sterling Wealth Advisors previously reported a position in XLV as recently as Q3 2025.

Marshall & Sterling Wealth Advisors first reported a position in XLV in Q3 2025 and has held it in 2 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Marshall & Sterling Wealth Advisors held 554 shares of State Street Health Care Select Sector SPDR ETF worth $87.9K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 2 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 Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.