Morton Brown Family Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.3K Buy
342
+1
+0.3% +$149 0.01% 118
2026
Q1
$50K Buy
341
+1
+0.3% +$154 0.01% 120
2025
Q4
$52.6K Buy
340
+1
+0.3% +$150 0.01% 111
2025
Q3
$47.2K Buy
339
+1
+0.3% +$135 0.01% 113
2025
Q2
$45.5K Buy
338
+1
+0.3% +$135 0.01% 114
2025
Q1
$49.2K Buy
337
+91
+37% +$13.2K 0.02% 104
2024
Q4
$33.8K Buy
246
+1
+0.4% +$146 0.01% 123
2024
Q3
$37.7K Buy
245
+1
+0.4% +$152 0.01% 107
2024
Q2
$35.9K Buy
244
+1
+0.4% +$143 0.01% 104
2024
Q1
$35.9K Sell
243
-89
-27% -$12.8K 0.01% 99
2023
Q4
$45.2K Buy
332
+91
+38% +$11.8K 0.02% 107
2023
Q3
$31K Buy
241
+1
+0.4% +$133 0.02% 95
2023
Q2
$31.9K Buy
240
+1
+0.4% +$132 0.02% 92
2023
Q1
$31K Buy
239
+1
+0.4% +$131 0.02% 91
2022
Q4
$32.4K Buy
238
+1
+0.4% +$133 0.02% 86
2022
Q3
$29K Buy
237
+1
+0.4% +$129 0.02% 82
2022
Q2
$30K Buy
236
+1
+0.4% +$131 0.02% 81
2022
Q1
$32K Hold
235
0.02% 82
2021
Q4
$33K Buy
+235
New +$31.2K 0.03% 86

Other funds holding XLV

Morton Brown Family Wealth's XLV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.29% in Q2 2026, buying an estimated $149 and bringing the position to 342 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #118.

Morton Brown Family Wealth first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Morton Brown Family Wealth held 342 shares of State Street Health Care Select Sector SPDR ETF worth $54.3K as of Q2 2026.
  • Morton Brown Family Wealth bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #118 holding.
  • Morton Brown Family Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.