Newbridge Financial Services Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Newbridge Financial Services 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	$225K	Sell	1,416 -15	-1%	-$2.23K	0.03%	234
2026 Q1	$210K	Sell	1,431 -265	-16%	-$40.9K	0.03%	213
2025 Q4	$262K	Sell	1,696 -4,514	-73%	-$676K	0.04%	200
2025 Q3	$864K	Sell	6,210 -256	-4%	-$34.6K	0.13%	126
2025 Q2	$872K	Buy	6,466 +4,531	+234%	+$612K	0.14%	114
2025 Q1	$283K	Sell	1,935 -251	-11%	-$36.5K	0.07%	164
2024 Q4	$301K	Sell	2,186 -138	-6%	-$20.2K	0.08%	168
2024 Q3	$358K	Buy	2,324 +429	+23%	+$65K	0.13%	111
2024 Q2	$276K	Sell	1,895 -1,580	-45%	-$227K	0.1%	141
2024 Q1	$513K	Sell	3,475 -1,562	-31%	-$224K	0.22%	96
2023 Q4	$687K	Sell	5,037 -1,318	-21%	-$171K	0.34%	71
2023 Q3	$818K	Sell	6,355 -1,095	-15%	-$145K	0.41%	43
2023 Q2	$989K	Sell	7,450 -2,139	-22%	-$282K	0.48%	33
2023 Q1	$1.24M	Buy	9,589 +1,387	+17%	+$181K	0.66%	20
2022 Q4	$1.11M	Buy	8,202 +2,973	+57%	+$394K	0.64%	22
2022 Q3	$633K	Buy	5,229 +77	+1%	+$9.92K	0.37%	55
2022 Q2	$661K	Buy	5,152 +816	+19%	+$107K	0.41%	49
2022 Q1	$594K	Buy	4,336 +240	+6%	+$31.8K	0.29%	69
2021 Q4	$577K	Buy	4,096 +168	+4%	+$22.3K	0.27%	77
2021 Q3	$500K	Sell	3,928 -88	-2%	-$11.6K	0.31%	74
2021 Q2	$506K	Buy	4,016 +389	+11%	+$47.7K	0.31%	72
2021 Q1	$423K	Buy	3,627 +38	+1%	+$4.39K	0.31%	74
2020 Q4	$407K	Buy	3,589 +234	+7%	+$25.5K	0.34%	69
2020 Q3	$354K	Buy	+3,355	New	+$353K	0.35%	67

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

Newbridge Financial Services Group's XLV Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1% in Q2 2026, selling an estimated $2.23K and leaving 1,416 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #234.

Newbridge Financial Services Group first reported a position in XLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.24M in Q1 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Newbridge Financial Services Group held 1,416 shares of State Street Health Care Select Sector SPDR ETF worth $225K as of Q2 2026.
Newbridge Financial Services Group sold 15 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.23K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #234 holding.
Newbridge Financial Services Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.24M in Q1 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.