Phillips Wealth Planners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Phillips Wealth Planners’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	$1.24M	Buy	7,518 +653	+10%	+$97.1K	0.91%	27
2026 Q1	$982K	Sell	6,865 -237	-3%	-$36.6K	0.74%	36
2025 Q4	$1.12M	Sell	7,102 -575	-7%	-$86.1K	0.9%	29
2025 Q3	$1.11M	Sell	7,677 -2,269	-23%	-$307K	0.92%	26
2025 Q2	$1.34M	Buy	9,946 +305	+3%	+$41.2K	1.22%	14
2025 Q1	$1.32M	Buy	9,641 +554	+6%	+$80.5K	1.39%	11
2024 Q4	$1.27M	Buy	9,087 +1,171	+15%	+$171K	1.27%	15
2024 Q3	$1.21M	Sell	7,916 -1,404	-15%	-$213K	1.16%	17
2024 Q2	$1.36M	Buy	9,320 +28	+0.3%	+$4.02K	1.44%	9
2024 Q1	$1.29M	Sell	9,292 -2,258	-20%	-$324K	1.48%	8
2023 Q4	$1.61M	Sell	11,550 -327	-3%	-$42.5K	1.94%	5
2023 Q3	$1.53M	Buy	11,877 +782	+7%	+$104K	2.07%	3
2023 Q2	$1.47M	Buy	11,095 +1,405	+14%	+$185K	1.93%	4
2023 Q1	$1.3M	Buy	9,690 +33	+0.3%	+$4.31K	1.72%	8
2022 Q4	$1.29M	Buy	+9,657	New	+$1.28M	2.25%	6

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

Phillips Wealth Planners's XLV Position: Q2 2026 in Review

Phillips Wealth Planners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.5% in Q2 2026, buying an estimated $97.1K and bringing the position to 7,518 shares worth $1.24M. The position accounts for 0.91% of the portfolio, ranked #27.

Phillips Wealth Planners first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Phillips Wealth Planners held 7,518 shares of State Street Health Care Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Phillips Wealth Planners bought 653 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $97.1K.
State Street Health Care Select Sector SPDR ETF made up 0.91% of Phillips Wealth Planners's portfolio in Q2 2026, its #27 holding.
Phillips Wealth Planners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Phillips Wealth Planners's State Street Health Care Select Sector SPDR ETF position peaked at $1.61M in Q4 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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