Patrick M. Sweeney & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Patrick M. Sweeney & Associates’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	$359K	Buy	2,134 +29	+1%	+$4.84K	0.2%	120
2026 Q2	$334K	Hold	2,105	–	–	0.19%	123
2026 Q1	$309K	Hold	2,105	–	–	0.2%	126
2025 Q4	$326K	Hold	2,105	–	–	0.2%	115
2025 Q3	$293K	Hold	2,105	–	–	0.19%	124
2025 Q2	$285K	Hold	2,105	–	–	0.2%	123
2025 Q1	$307K	Hold	2,105	–	–	0.23%	109
2024 Q4	$290K	Hold	2,105	–	–	0.22%	116
2024 Q3	$324K	Hold	2,105	–	–	0.24%	108
2024 Q2	$307K	Hold	2,105	–	–	0.25%	101
2024 Q1	$311K	Hold	2,105	–	–	0.26%	95
2023 Q4	$287K	Buy	+2,105	New	+$274K	0.26%	93

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Patrick M. Sweeney & Associates's XLV Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q3 2026, buying an estimated $4.84K and bringing the position to 2,134 shares worth $359K. The position accounts for 0.2% of the portfolio, ranked #120.

Patrick M. Sweeney & Associates first reported a position in XLV in Q4 2023 and has held it in 12 quarters since. 1,537 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Patrick M. Sweeney & Associates held 2,134 shares of State Street Health Care Select Sector SPDR ETF worth $359K as of Q3 2026.
Patrick M. Sweeney & Associates bought 29 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $4.84K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #120 holding.
Patrick M. Sweeney & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
1,537 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.