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

Milestone Asset Management’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	$1.18M	Buy	7,456 +2,584	+53%	+$384K	0.19%	121
2026 Q1	$714K	Sell	4,872 -1,673	-26%	-$258K	0.13%	139
2025 Q4	$1.01M	Buy	+6,545	New	+$980K	0.19%	104
2025 Q2	–	Sell	-9,511	Closed	-$1.39M	–	252
2025 Q1	$1.39M	Buy	+9,511	New	+$1.38M	0.3%	72
2024 Q4	–	Sell	-4,688	Closed	-$722K	–	245
2024 Q3	$722K	Sell	4,688 -1,116	-19%	-$169K	0.16%	111
2024 Q2	$846K	Sell	5,804 -2,784	-32%	-$399K	0.21%	92
2024 Q1	$1.27M	Buy	8,588 +6,669	+348%	+$957K	0.36%	65
2023 Q4	$262K	Sell	1,919 -1,407	-42%	-$183K	0.09%	62
2023 Q3	$428K	Buy	+3,326	New	+$442K	0.15%	41
2023 Q1	–	Sell	-3,151	Closed	-$423K	–	90
2022 Q4	$423K	Buy	+3,151	New	+$418K	0.25%	36

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's XLV Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 53% in Q2 2026, buying an estimated $384K and bringing the position to 7,456 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #121.

Milestone Asset Management first reported a position in XLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Milestone Asset Management held 7,456 shares of State Street Health Care Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Milestone Asset Management bought 2,584 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $384K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Milestone Asset Management's portfolio in Q2 2026, its #121 holding.
Milestone Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Milestone Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.39M in Q1 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's 13F filing for Q2 2026, filed 15 Jul 2026.