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

Premier Path 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	$8.15M	Sell	51,369 -3,101	-6%	-$461K	0.94%	26
2026 Q1	$7.99M	Sell	54,470 -7,798	-13%	-$1.2M	1.04%	22
2025 Q4	$9.64M	Sell	62,268 -7,107	-10%	-$1.06M	1.24%	17
2025 Q3	$9.65M	Sell	69,375 -2,795	-4%	-$378K	1.24%	18
2025 Q2	$9.73M	Buy	72,170 +6,071	+9%	+$820K	1.35%	14
2025 Q1	$9.65M	Sell	66,099 -5,022	-7%	-$730K	1.5%	10
2024 Q4	$9.78M	Buy	71,121 +3,115	+5%	+$456K	1.49%	10
2024 Q3	$10.5M	Buy	68,006 +1,463	+2%	+$222K	1.65%	8
2024 Q2	$9.7M	Buy	66,543 +763	+1%	+$109K	1.65%	7
2024 Q1	$9.72M	Buy	65,780 +5,470	+9%	+$785K	1.83%	8
2023 Q4	$8.33M	Buy	+60,310	New	+$7.85M	1.84%	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

Premier Path Wealth Partners's XLV Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q2 2026, selling an estimated $461K and leaving 51,369 shares worth $8.15M. The position accounts for 0.94% of the portfolio, ranked #26.

Premier Path Wealth Partners first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Premier Path Wealth Partners held 51,369 shares of State Street Health Care Select Sector SPDR ETF worth $8.15M as of Q2 2026.
Premier Path Wealth Partners sold 3,101 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $461K.
State Street Health Care Select Sector SPDR ETF made up 0.94% of Premier Path Wealth Partners's portfolio in Q2 2026, its #26 holding.
Premier Path Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $10.5M in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.