Perfromance Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Perfromance Wealth Partners’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	$2.95M	Sell	18,611 -2,694	-13%	-$401K	0.07%	59
2026 Q1	$3.12M	Buy	21,305 +15,399	+261%	+$2.38M	0.09%	46
2025 Q4	$914K	Buy	5,906 +4,359	+282%	+$653K	0.02%	85
2025 Q3	$215K	Sell	1,547 -22,785	-94%	-$3.08M	0.01%	193
2025 Q2	$3.28M	Buy	24,332 +6,099	+33%	+$824K	0.1%	35
2025 Q1	$2.66M	Buy	18,233 +2,579	+16%	+$375K	0.1%	36
2024 Q4	$2.15M	Buy	15,654 +116	+0.7%	+$17K	0.07%	46
2024 Q3	$2.39M	Buy	15,538 +264	+2%	+$40K	0.08%	39
2024 Q2	$2.23M	Sell	15,274 -53,002	-78%	-$7.6M	0.08%	38
2024 Q1	$10.1M	Buy	68,276 +2,477	+4%	+$355K	0.42%	19
2023 Q4	$8.97M	Sell	65,799 -54	-0.1%	-$7.03K	0.39%	21
2023 Q3	$8.48M	Buy	65,853 +8,095	+14%	+$1.07M	0.41%	22
2023 Q2	$7.6M	Buy	57,758 +9,301	+19%	+$1.23M	0.35%	24
2023 Q1	$6.27M	Buy	48,457 +20,497	+73%	+$2.68M	0.32%	29
2022 Q4	$3.8M	Buy	27,960 +11,717	+72%	+$1.55M	0.23%	35
2022 Q3	$1.97M	Buy	16,243 +5,288	+48%	+$681K	0.11%	46
2022 Q2	$1.41M	Buy	10,955 +1,265	+13%	+$166K	0.08%	59
2022 Q1	$1.33M	Buy	9,690 +1,165	+14%	+$154K	0.06%	65
2021 Q4	$1.2M	Buy	+8,525	New	+$1.13M	0.05%	76

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

Perfromance Wealth Partners's XLV Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $401K and leaving 18,611 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #59.

Perfromance Wealth Partners first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Perfromance Wealth Partners held 18,611 shares of State Street Health Care Select Sector SPDR ETF worth $2.95M as of Q2 2026.
Perfromance Wealth Partners sold 2,694 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $401K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Perfromance Wealth Partners's portfolio in Q2 2026, its #59 holding.
Perfromance Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $10.1M in Q1 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.