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 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

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

Patrick M. Sweeney & Associates's XLV Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,105 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #123.

Patrick M. Sweeney & Associates first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Patrick M. Sweeney & Associates held 2,105 shares of State Street Health Care Select Sector SPDR ETF worth $334K as of Q2 2026.
Patrick M. Sweeney & Associates left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #123 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 11 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.