MPWM Advisory Solutions’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
$190K Sell
1,199
-442
-27% -$65.8K 0.09% 110
2026
Q1
$241K Buy
1,641
+459
+39% +$70.8K 0.13% 93
2025
Q4
$183K Sell
1,182
-759
-39% -$114K 0.1% 97
2025
Q3
$270K Buy
1,941
+1,939
+96,950% +$262K 0.16% 78
2025
Q2
$270 Hold
2
﹤0.01% 508
2025
Q1
$292 Hold
2
﹤0.01% 705
2024
Q4
$275 Buy
+2
New +$293 ﹤0.01% 716

Other funds holding XLV

MPWM Advisory Solutions's XLV Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 27% in Q2 2026, selling an estimated $65.8K and leaving 1,199 shares worth $190K. The position accounts for 0.09% of the portfolio, ranked #110.

MPWM Advisory Solutions first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q3 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • MPWM Advisory Solutions held 1,199 shares of State Street Health Care Select Sector SPDR ETF worth $190K as of Q2 2026.
  • MPWM Advisory Solutions sold 442 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of MPWM Advisory Solutions's portfolio in Q2 2026, its #110 holding.
  • MPWM Advisory Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $270K 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.