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

Palumbo 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 Q2	$1.71M	Sell	10,755 -726	-6%	-$108K	0.36%	54
2026 Q1	$1.68M	Sell	11,481 -491	-4%	-$75.7K	0.41%	48
2025 Q4	$1.85M	Buy	+11,972	New	+$1.79M	0.46%	47
2025 Q3	–	Sell	-19,547	Closed	-$2.63M	–	230
2025 Q2	$2.63M	Sell	19,547 -190	-1%	-$25.7K	0.82%	32
2025 Q1	$2.88M	Sell	19,737 -112	-0.6%	-$16.3K	0.96%	30
2024 Q4	$2.73M	Buy	19,849 +9,901	+100%	+$1.45M	1.02%	25
2024 Q3	$1.53M	Buy	9,948 +3	+0%	+$455	0.6%	48
2024 Q2	$1.45M	Buy	9,945 +20	+0.2%	+$2.87K	0.61%	47
2024 Q1	$1.47M	Buy	9,925 +3	+0%	+$430	0.66%	43
2023 Q4	$1.35M	Buy	9,922 +10	+0.1%	+$1.3K	0.69%	37
2023 Q3	$1.28M	Buy	9,912 +9	+0.1%	+$1.2K	0.7%	33
2023 Q2	$1.31M	Buy	9,903 +9	+0.1%	+$1.19K	0.8%	23
2023 Q1	$1.28M	Buy	9,894 +7,009	+243%	+$916K	0.85%	26
2022 Q4	$392K	Buy	2,885 +9	+0.3%	+$1.19K	0.31%	60
2022 Q3	$348K	Buy	2,876 +9	+0.3%	+$1.16K	0.29%	62
2022 Q2	$368K	Buy	2,867 +9	+0.3%	+$1.18K	0.29%	63
2022 Q1	$391K	Sell	2,858 -565	-17%	-$74.8K	0.25%	68
2021 Q4	$482K	Buy	3,423 +9	+0.3%	+$1.2K	0.3%	61
2021 Q3	$435K	Sell	3,414 -94	-3%	-$12.4K	0.29%	68
2021 Q2	$442K	Sell	3,508 -338	-9%	-$41.4K	0.3%	68
2021 Q1	$449K	Sell	3,846 -159	-4%	-$18.4K	0.34%	67
2020 Q4	$454K	Buy	+4,005	New	+$437K	0.37%	62

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

Palumbo Wealth Management's XLV Position: Q2 2026 in Review

Palumbo Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.3% in Q2 2026, selling an estimated $108K and leaving 10,755 shares worth $1.71M. The position accounts for 0.36% of the portfolio, ranked #54.

Palumbo Wealth Management first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.88M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Palumbo Wealth Management held 10,755 shares of State Street Health Care Select Sector SPDR ETF worth $1.71M as of Q2 2026.
Palumbo Wealth Management sold 726 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
State Street Health Care Select Sector SPDR ETF made up 0.36% of Palumbo Wealth Management's portfolio in Q2 2026, its #54 holding.
Palumbo Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Palumbo Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.88M in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.