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

Peterson 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	$6.69M	Buy	42,142 +1,901	+5%	+$283K	3.12%	11
2026 Q1	$5.9M	Buy	40,241 +577	+1%	+$89K	3.42%	9
2025 Q4	$6.14M	Buy	+39,664	New	+$5.94M	4.56%	6
2025 Q2	–	Sell	-16,149	Closed	-$2.36M	–	59
2025 Q1	$2.36M	Buy	16,149 +778	+5%	+$113K	1.59%	22
2024 Q4	$2.11M	Buy	15,371 +1,579	+11%	+$231K	1.26%	26
2024 Q3	$2.12M	Buy	13,792 +2,204	+19%	+$334K	1.36%	26
2024 Q2	$1.69M	Buy	11,588 +5,255	+83%	+$754K	1.04%	30
2024 Q1	$936K	Buy	6,333 +293	+5%	+$42K	0.68%	41
2023 Q4	$824K	Sell	6,040 -2,481	-29%	-$323K	0.74%	36
2023 Q3	$1.1M	Sell	8,521 -484	-5%	-$64.3K	0.9%	29
2023 Q2	$1.2M	Sell	9,005 -315	-3%	-$41.5K	0.95%	29
2023 Q1	$1.21M	Sell	9,320 -200	-2%	-$26.1K	1.15%	27
2022 Q4	$1.29M	Sell	9,520 -2,086	-18%	-$276K	1.32%	22
2022 Q3	$1.41M	Buy	11,606 +3,746	+48%	+$483K	1.31%	22
2022 Q2	$1.01M	Sell	7,860 -10,668	-58%	-$1.4M	1.3%	25
2022 Q1	$2.54M	Sell	18,528 -2,058	-10%	-$272K	1.7%	16
2021 Q4	$2.9M	Buy	20,586 +1,108	+6%	+$147K	1.94%	18
2021 Q3	$2.48M	Buy	19,478 +250	+1%	+$33K	1.92%	16
2021 Q2	$2.42M	Buy	19,228 +816	+4%	+$100K	1.89%	17
2021 Q1	$2.15M	Sell	18,412 -12,269	-40%	-$1.42M	1.82%	17
2020 Q4	$3.48M	Buy	30,681 +170	+0.6%	+$18.6K	2.83%	13
2020 Q3	$3.22M	Sell	30,511 -1,679	-5%	-$177K	2.85%	13
2020 Q2	$3.22M	Buy	32,190 +8,133	+34%	+$803K	3.2%	12
2020 Q1	$2.13M	Buy	+24,057	New	+$2.34M	2.6%	15

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

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

Peterson Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.7% in Q2 2026, buying an estimated $283K and bringing the position to 42,142 shares worth $6.69M. The position accounts for 3.12% of the portfolio, ranked #11.

Peterson Wealth Management first reported a position in XLV in Q1 2020 and has held it in 24 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Peterson Wealth Management held 42,142 shares of State Street Health Care Select Sector SPDR ETF worth $6.69M as of Q2 2026.
Peterson Wealth Management bought 1,901 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $283K.
State Street Health Care Select Sector SPDR ETF made up 3.12% of Peterson Wealth Management's portfolio in Q2 2026, its #11 holding.
Peterson Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.