NewEdge Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

NewEdge Wealth’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	$2.96M	Buy	18,680 +179	+1%	+$26.6K	0.03%	354
2026 Q1	$2.71M	Buy	18,501 +1,681	+10%	+$259K	0.03%	350
2025 Q4	$2.6M	Sell	16,820 -134	-0.8%	-$20.1K	0.03%	386
2025 Q3	$2.47M	Sell	16,954 -82	-0.5%	-$11.1K	0.04%	339
2025 Q2	$2.2M	Sell	17,036 -38	-0.2%	-$5.13K	0.03%	361
2025 Q1	$2.49M	Sell	17,074 -3,708	-18%	-$539K	0.05%	307
2024 Q4	$2.86M	Sell	20,782 -773	-4%	-$113K	0.05%	287
2024 Q3	$3.32M	Sell	21,555 -45,546	-68%	-$6.9M	0.06%	272
2024 Q2	$9.78M	Buy	67,101 +313	+0.5%	+$44.9K	0.21%	108
2024 Q1	$9.38M	Buy	66,788 +3,800	+6%	+$545K	0.21%	112
2023 Q4	$8.59M	Sell	62,988 -475	-0.7%	-$61.8K	0.22%	108
2023 Q3	$8.17M	Buy	63,463 +4,617	+8%	+$613K	0.26%	102
2023 Q2	$7.81M	Sell	58,846 -122,107	-67%	-$16.1M	0.26%	101
2023 Q1	$23.4M	Buy	180,953 +126,676	+233%	+$16.5M	0.89%	21
2022 Q4	$7.37M	Buy	54,277 +9,197	+20%	+$1.22M	0.32%	90
2022 Q3	$5.46M	Buy	45,080 +33,553	+291%	+$4.32M	0.26%	96
2022 Q2	$1.48M	Sell	11,527 -16	-0.1%	-$2.1K	0.07%	228
2022 Q1	$1.58M	Sell	11,543 -5,077	-31%	-$672K	0.07%	181
2021 Q4	$2.34M	Buy	16,620 +11,698	+238%	+$1.55M	0.1%	157
2021 Q3	$627K	Buy	4,922 +23	+0.5%	+$3.04K	0.04%	210
2021 Q2	$617K	Buy	4,899 +260	+6%	+$31.9K	0.05%	202
2021 Q1	$542K	Buy	+4,639	New	+$535K	0.05%	213

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

NewEdge Wealth's XLV Position: Q2 2026 in Review

NewEdge Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.97% in Q2 2026, buying an estimated $26.6K and bringing the position to 18,680 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #354.

NewEdge Wealth first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.4M in Q1 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

NewEdge Wealth held 18,680 shares of State Street Health Care Select Sector SPDR ETF worth $2.96M as of Q2 2026.
NewEdge Wealth bought 179 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $26.6K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #354 holding.
NewEdge Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
NewEdge Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $23.4M in Q1 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.