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

Meridian 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	$865K	Buy	5,449 +1,124	+26%	+$167K	0.1%	110
2026 Q1	$634K	Sell	4,325 -240	-5%	-$37K	0.08%	123
2025 Q4	$707K	Hold	4,565	–	–	0.1%	109
2025 Q3	$635K	Hold	4,565	–	–	0.09%	111
2025 Q2	$615K	Hold	4,565	–	–	0.1%	106
2025 Q1	$667K	Sell	4,565 -40	-0.9%	-$5.81K	0.11%	94
2024 Q4	$634K	Hold	4,605	–	–	0.1%	102
2024 Q3	$709K	Hold	4,605	–	–	0.12%	93
2024 Q2	$671K	Buy	4,605 +30	+0.7%	+$4.3K	0.12%	94
2024 Q1	$676K	Hold	4,575	–	–	0.13%	96
2023 Q4	$624K	Hold	4,575	–	–	0.14%	97
2023 Q3	$589K	Sell	4,575 -270	-6%	-$35.8K	0.15%	98
2023 Q2	$643K	Hold	4,845	–	–	0.16%	95
2023 Q1	$627K	Hold	4,845	–	–	0.16%	100
2022 Q4	$658K	Hold	4,845	–	–	0.17%	98
2022 Q3	$587K	Hold	4,845	–	–	0.17%	99
2022 Q2	$621K	Hold	4,845	–	–	0.17%	106
2022 Q1	$664K	Sell	4,845 -335	-6%	-$44.4K	0.15%	112
2021 Q4	$730K	Sell	5,180 -35	-0.7%	-$4.65K	0.18%	102
2021 Q3	$664K	Sell	5,215 -90	-2%	-$11.9K	0.19%	97
2021 Q2	$668K	Buy	5,305 +120	+2%	+$14.7K	0.19%	99
2021 Q1	$605K	Hold	5,185	–	–	0.2%	96
2020 Q4	$588K	Hold	5,185	–	–	0.21%	96
2020 Q3	$547K	Hold	5,185	–	–	0.24%	92
2020 Q2	$519K	Hold	5,185	–	–	0.24%	86
2020 Q1	$459K	Hold	5,185	–	–	0.25%	78
2019 Q4	$528K	Hold	5,185	–	–	0.21%	89
2019 Q3	$467K	Hold	5,185	–	–	0.2%	92
2019 Q2	$480K	Hold	5,185	–	–	0.33%	69
2019 Q1	$476K	Hold	5,185	–	–	0.35%	61
2018 Q4	$449K	Buy	+5,185	New	+$469K	0.34%	57

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

Meridian Wealth Advisors's XLV Position: Q2 2026 in Review

Meridian Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q2 2026, buying an estimated $167K and bringing the position to 5,449 shares worth $865K. The position accounts for 0.1% of the portfolio, ranked #110.

Meridian Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Meridian Wealth Advisors held 5,449 shares of State Street Health Care Select Sector SPDR ETF worth $865K as of Q2 2026.
Meridian Wealth Advisors bought 1,124 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Meridian Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Meridian Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 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 Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.