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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$277K Sell
1,749
-809
-32% -$120K 0.1% 131
2026
Q1
$375K Buy
2,558
+107
+4% +$16.5K 0.16% 91
2025
Q4
$379K Buy
2,451
+720
+42% +$108K 0.16% 82
2025
Q3
$241K Sell
1,731
-111
-6% -$15K 0.1% 119
2025
Q2
$248K Buy
+1,842
New +$249K 0.11% 115
2020
Q2
Sell
-1,116
Closed -$98K 544
2020
Q1
$98K Buy
+1,116
New +$108K 0.09% 72

Other funds holding XLV

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

MBE Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 32% in Q2 2026, selling an estimated $120K and leaving 1,749 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #131.

MBE Wealth Management first reported a position in XLV in Q1 2020 and has held it in 6 quarters since. The position peaked at $379K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • MBE Wealth Management held 1,749 shares of State Street Health Care Select Sector SPDR ETF worth $277K as of Q2 2026.
  • MBE Wealth Management sold 809 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of MBE Wealth Management's portfolio in Q2 2026, its #131 holding.
  • MBE Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 6 quarters since.
  • MBE Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $379K in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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