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

Penobscot 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	$645K	Buy	4,065 +301	+8%	+$44.8K	0.17%	65
2026 Q1	$552K	Buy	3,764 +112	+3%	+$17.3K	0.16%	63
2025 Q4	$565K	Sell	3,652 -32	-0.9%	-$4.79K	0.17%	60
2025 Q3	$513K	Sell	3,684 -115	-3%	-$15.6K	0.16%	61
2025 Q2	$512K	Buy	3,799 +1,073	+39%	+$145K	0.18%	58
2025 Q1	$398K	Buy	2,726 +317	+13%	+$46.1K	0.17%	58
2024 Q4	$331K	Buy	2,409 +667	+38%	+$97.6K	0.15%	60
2024 Q3	$268K	Sell	1,742 -121	-6%	-$18.3K	0.14%	65
2024 Q2	$269K	Sell	1,863 -95	-5%	-$13.6K	0.16%	62
2024 Q1	$289K	Sell	1,958 -177	-8%	-$25.4K	0.18%	63
2023 Q4	$291K	Buy	+2,135	New	+$278K	0.2%	60

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Penobscot Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8% in Q2 2026, buying an estimated $44.8K and bringing the position to 4,065 shares worth $645K. The position accounts for 0.17% of the portfolio, ranked #65.

Penobscot Wealth Management first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Penobscot Wealth Management held 4,065 shares of State Street Health Care Select Sector SPDR ETF worth $645K as of Q2 2026.
Penobscot Wealth Management bought 301 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $44.8K.
State Street Health Care Select Sector SPDR ETF made up 0.17% of Penobscot Wealth Management's portfolio in Q2 2026, its #65 holding.
Penobscot Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
325 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.