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

Milestones Private 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	$1.05M	Sell	6,624 -12,856	-66%	-$1.91M	0.84%	29
2026 Q1	$2.86M	Sell	19,480 -1,255	-6%	-$194K	2.52%	13
2025 Q4	$3.21M	Sell	20,735 -387	-2%	-$58K	2.21%	11
2025 Q3	$2.94M	Buy	21,122 +121	+0.6%	+$16.4K	2.01%	14
2025 Q2	$2.83M	Buy	+21,001	New	+$2.84M	2.1%	14

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

Milestones Private Investment Advisors's XLV Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 66% in Q2 2026, selling an estimated $1.91M and leaving 6,624 shares worth $1.05M. The position accounts for 0.84% of the portfolio, ranked #29.

Milestones Private Investment Advisors first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Milestones Private Investment Advisors held 6,624 shares of State Street Health Care Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Milestones Private Investment Advisors sold 12,856 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.91M.
State Street Health Care Select Sector SPDR ETF made up 0.84% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #29 holding.
Milestones Private Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.21M in Q4 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.