Modern Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
HIIFS
Modern Wealth Management's XLV Position: Q2 2026 in Review
Modern Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 7,954 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #469.
Modern Wealth Management first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q3 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Modern Wealth Management held 7,954 shares of State Street Health Care Select Sector SPDR ETF worth $1.26M as of Q2 2026.
- Modern Wealth Management bought 753 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
- State Street Health Care Select Sector SPDR ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #469 holding.
- Modern Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
- Modern Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11.6M in Q3 2025.
- 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.