National Wealth Management Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

National Wealth Management Group’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	–	Sell	-2,678	Closed	-$393K	–	246
2026 Q1	$393K	Buy	2,678 +146	+6%	+$22.5K	0.15%	141
2025 Q4	$392K	Buy	+2,532	New	+$379K	0.14%	151
2023 Q3	–	Sell	-2,922	Closed	-$394K	–	155
2023 Q2	$394K	Sell	2,922 -442	-13%	-$58.3K	0.41%	80
2023 Q1	$445K	Sell	3,364 -710	-17%	-$92.7K	0.51%	56
2022 Q4	$553K	Sell	4,074 -2,850	-41%	-$378K	0.66%	38
2022 Q3	$839K	Buy	6,924 +1,601	+30%	+$206K	1.09%	22
2022 Q2	$683K	Sell	5,323 -4,740	-47%	-$621K	0.86%	28
2022 Q1	$1.38M	Sell	10,063 -6	-0.1%	-$794	1.33%	18
2021 Q4	$1.42M	Buy	+10,069	New	+$1.34M	1.33%	21

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

National Wealth Management Group's XLV Position: Q2 2026 in Review

National Wealth Management Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,678 shares — an estimated $393K sold.

National Wealth Management Group first reported a position in XLV in Q4 2021 and held it in 9 quarters. The position peaked at $1.42M in Q4 2021. 531 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

National Wealth Management Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 2,678 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $393K.
National Wealth Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
National Wealth Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.42M in Q4 2021.
531 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.