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Measured Wealth Private Client Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Measured Wealth Private Client Group’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 		$10.8M Sell
68,105
-54,385
-44% -$8.09M 2.61% 10
2026
Q1 		$18M Sell
122,490
-5,037
-4% -$777K 4.91% 4
2025
Q4 		$19.7M Buy
127,527
+5,429
+4% +$813K 5.22% 4
2025
Q3 		$17M Buy
122,098
+4,765
+4% +$645K 4.58% 6
2025
Q2 		$15.8M Buy
117,333
+3,301
+3% +$446K 4.73% 7
2025
Q1 		$16.6M Buy
114,032
+17,462
+18% +$2.54M 5.35% 6
2024
Q4 		$13.3M Buy
96,570
+7,524
+8% +$1.1M 4.29% 9
2024
Q3 		$13.7M Buy
89,046
+6,952
+8% +$1.05M 4.59% 7
2024
Q2 		$12M Buy
82,094
+3,769
+5% +$541K 4.2% 6
2024
Q1 		$11.6M Buy
78,325
+2,132
+3% +$306K 4.04% 6
2023
Q4 		$10.4M Sell
76,193
-192
-0.3% -$25K 3.83% 6
2023
Q3 		$9.83M Buy
76,385
+2,391
+3% +$317K 3.95% 6
2023
Q2 		$9.82M Buy
73,994
+21,139
+40% +$2.79M 3.73% 6
2023
Q1 		$6.84M Sell
52,855
-114
-0.2% -$14.9K 2.64% 7
2022
Q4 		$7.2M Sell
52,969
-4,128
-7% -$547K 2.96% 6
2022
Q3 		$6.92M Buy
57,097
+30,114
+112% +$3.88M 3.06% 7
2022
Q2 		$3.46M Buy
26,983
+17,288
+178% +$2.27M 1.53% 12
2022
Q1 		$1.33M Sell
9,695
-875
-8% -$116K 0.49% 26
2021
Q4 		$1.49M Sell
10,570
-208
-2% -$27.6K 0.53% 28
2021
Q3 		$1.37M Sell
10,778
-312
-3% -$41.2K 0.53% 31
2021
Q2 		$1.4M Sell
11,090
-281
-2% -$34.4K 0.44% 41
2021
Q1 		$1.33M Sell
11,371
-2,024
-15% -$234K 0.47% 39
2020
Q4 		$1.52M Sell
13,395
-1,659
-11% -$181K 0.63% 28
2020
Q3 		$1.59M Sell
15,054
-1,083
-7% -$114K 0.77% 20
2020
Q2 		$1.61M Sell
16,137
-1,156
-7% -$114K 0.94% 16
2020
Q1 		$1.53M Sell
17,293
-1,419
-8% -$138K 1.19% 16
2019
Q4 		$1.91M Sell
18,712
-34,664
-65% -$3.33M 1.27% 14
2019
Q3 		$4.81M Buy
53,376
+3,211
+6% +$293K 3.11% 7
2019
Q2 		$4.65M Buy
50,165
+6,178
+14% +$555K 2.68% 7
2019
Q1 		$4.04M Buy
43,987
+3,726
+9% +$336K 2.49% 8
2018
Q4 		$3.48M Buy
40,261
+3,238
+9% +$293K 3.16% 8
2018
Q3 		$3.52M Buy
37,023
+2,109
+6% +$191K 2.11% 8
2018
Q2 		$2.91M Buy
+34,914
New +$2.89M 2.37% 9
2017
Q3 		$2.29M Buy
+27,964
New +$2.25M 3.12% 9

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Measured Wealth Private Client Group's XLV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 44% in Q2 2026, selling an estimated $8.09M and leaving 68,105 shares worth $10.8M. The position accounts for 2.61% of the portfolio, ranked #10.

Measured Wealth Private Client Group first reported a position in XLV in Q3 2017 and has held it in 34 quarters since. The position peaked at $19.7M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Measured Wealth Private Client Group held 68,105 shares of State Street Health Care Select Sector SPDR ETF worth $10.8M as of Q2 2026.
  • Measured Wealth Private Client Group sold 54,385 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.09M.
  • State Street Health Care Select Sector SPDR ETF made up 2.61% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #10 holding.
  • Measured Wealth Private Client Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 34 quarters since.
  • Measured Wealth Private Client Group's State Street Health Care Select Sector SPDR ETF position peaked at $19.7M in Q4 2025.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.