Milestone Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Milestone Investment 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	$442K	Sell	2,785 -520	-16%	-$77.4K	0.1%	69
2026 Q1	$485K	Buy	3,305 +2,300	+229%	+$355K	0.12%	66
2025 Q4	$156K	Hold	1,005	–	–	0.04%	90
2025 Q3	$140K	Hold	1,005	–	–	0.03%	90
2025 Q2	$135K	Sell	1,005 -276	-22%	-$37.3K	0.04%	87
2025 Q1	$187K	Hold	1,281	–	–	0.05%	79
2024 Q4	$176K	Hold	1,281	–	–	0.05%	83
2024 Q3	$197K	Hold	1,281	–	–	0.06%	80
2024 Q2	$187K	Hold	1,281	–	–	0.05%	77
2024 Q1	$189K	Hold	1,281	–	–	0.05%	75
2023 Q4	$175K	Sell	1,281 -300	-19%	-$39K	0.05%	73
2023 Q3	$204K	Sell	1,581 -300	-16%	-$39.8K	0.06%	103
2023 Q2	$250K	Hold	1,881	–	–	0.08%	64
2023 Q1	$244K	Hold	1,881	–	–	0.08%	92
2022 Q4	$256K	Buy	+1,881	New	+$249K	0.09%	58

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 Investment Advisors's XLV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, selling an estimated $77.4K and leaving 2,785 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #69.

Milestone Investment Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $485K in Q1 2026. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Milestone Investment Advisors held 2,785 shares of State Street Health Care Select Sector SPDR ETF worth $442K as of Q2 2026.
Milestone Investment Advisors sold 520 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $77.4K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Milestone Investment Advisors's portfolio in Q2 2026, its #69 holding.
Milestone Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $485K in Q1 2026.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.