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

Pacific Wealth Management’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 Q3	$5.66M	Buy	+33,577	New	+$5.6M	2.49%	7

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Pacific Wealth Management's XLV Position: Q3 2026 in Review

Pacific Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 33,577 shares worth $5.66M. The stake represents 2.49% of the portfolio and ranks #7 among its holdings.

101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Pacific Wealth Management held 33,577 shares of State Street Health Care Select Sector SPDR ETF worth $5.66M as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Pacific Wealth Management position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 2.49% of Pacific Wealth Management's portfolio in Q3 2026, its #7 holding.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.