Omni 360 Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Omni 360 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	$1.21M	Buy	7,625 +720	+10%	+$107K	0.56%	41
2026 Q1	$1.01M	Buy	6,905 +261	+4%	+$40.3K	0.52%	43
2025 Q4	$1.05M	Buy	6,644 +2,313	+53%	+$346K	0.54%	43
2025 Q3	$603K	Buy	4,331 +371	+9%	+$50.2K	0.34%	65
2025 Q2	$534K	Buy	3,960 +1,201	+44%	+$162K	0.33%	65
2025 Q1	$403K	Buy	+2,759	New	+$401K	0.27%	69

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

Omni 360 Wealth's XLV Position: Q2 2026 in Review

Omni 360 Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 7,625 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #41.

Omni 360 Wealth first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Omni 360 Wealth held 7,625 shares of State Street Health Care Select Sector SPDR ETF worth $1.21M as of Q2 2026.
Omni 360 Wealth bought 720 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Health Care Select Sector SPDR ETF made up 0.56% of Omni 360 Wealth's portfolio in Q2 2026, its #41 holding.
Omni 360 Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 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 Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.