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

Milestone Asset Management 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	$1.08M	Sell	6,822 -415	-6%	-$61.7K	0.55%	48
2026 Q1	$1.06M	Sell	7,237 -51	-0.7%	-$7.87K	0.62%	42
2025 Q4	$1.13M	Buy	7,288 +592	+9%	+$88.7K	0.64%	42
2025 Q3	$932K	Sell	6,696 -47	-0.7%	-$6.36K	0.59%	48
2025 Q2	$909K	Buy	6,743 +23	+0.3%	+$3.11K	0.67%	42
2025 Q1	$981K	Buy	6,720 +95	+1%	+$13.8K	0.89%	38
2024 Q4	$911K	Buy	+6,625	New	+$969K	0.81%	38

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

Milestone Asset Management Group's XLV Position: Q2 2026 in Review

Milestone Asset Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q2 2026, selling an estimated $61.7K and leaving 6,822 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #48.

Milestone Asset Management Group first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Milestone Asset Management Group held 6,822 shares of State Street Health Care Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Milestone Asset Management Group sold 415 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $61.7K.
State Street Health Care Select Sector SPDR ETF made up 0.55% of Milestone Asset Management Group's portfolio in Q2 2026, its #48 holding.
Milestone Asset Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.13M in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.