Princeton Global Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Princeton Global Asset 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	$151K	Buy	953 +1	+0.1%	+$149	0.02%	248
2026 Q1	$140K	Buy	952 +1	+0.1%	+$154	0.02%	242
2025 Q4	$147K	Buy	951 +268	+39%	+$40.1K	0.02%	230
2025 Q3	$95.1K	Sell	683 -100	-13%	-$13.5K	0.02%	252
2025 Q2	$106K	Buy	783 +45	+6%	+$6.08K	0.02%	235
2025 Q1	$108K	Sell	738 -394	-35%	-$57.2K	0.02%	219
2024 Q4	$156K	Sell	1,132 -90	-7%	-$13.2K	0.03%	208
2024 Q3	$188K	Hold	1,222	–	–	0.04%	193
2024 Q2	$178K	Hold	1,222	–	–	0.04%	175
2024 Q1	$181K	Hold	1,222	–	–	0.04%	168
2023 Q4	$167K	Hold	1,222	–	–	0.04%	174
2023 Q3	$157K	Buy	1,222 +1	+0.1%	+$133	0.04%	173
2023 Q2	$162K	Hold	1,221	–	–	0.05%	175
2023 Q1	$158K	Sell	1,221 -204	-14%	-$26.6K	0.05%	179
2022 Q4	$194K	Buy	1,425 +50	+4%	+$6.63K	0.06%	151
2022 Q3	$167K	Hold	1,375	–	–	0.06%	157
2022 Q2	$176K	Sell	1,375 -600	-30%	-$78.6K	0.06%	164
2022 Q1	$271K	Hold	1,975	–	–	0.08%	151
2021 Q4	$278K	Hold	1,975	–	–	0.08%	158
2021 Q3	$251K	Hold	1,975	–	–	0.08%	161
2021 Q2	$249K	Sell	1,975 -60	-3%	-$7.35K	0.08%	160
2021 Q1	$238K	Sell	2,035 -570	-22%	-$65.8K	0.08%	162
2020 Q4	$296K	Sell	2,605 -202	-7%	-$22.1K	0.1%	146
2020 Q3	$296K	Buy	2,807 +1,872	+200%	+$197K	0.12%	137
2020 Q2	$93K	Buy	935 +435	+87%	+$42.9K	0.03%	219
2020 Q1	$44K	Hold	500	–	–	0.02%	239
2019 Q4	$51K	Hold	500	–	–	0.02%	235
2019 Q3	$45K	Hold	500	–	–	0.03%	217
2019 Q2	$46K	Buy	+500	New	+$45K	0.03%	226

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

Princeton Global Asset Management's XLV Position: Q2 2026 in Review

Princeton Global Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.11% in Q2 2026, buying an estimated $149 and bringing the position to 953 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #248.

Princeton Global Asset Management first reported a position in XLV in Q2 2019 and has held it in 29 quarters since. The position peaked at $296K in Q4 2020. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Princeton Global Asset Management held 953 shares of State Street Health Care Select Sector SPDR ETF worth $151K as of Q2 2026.
Princeton Global Asset Management bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #248 holding.
Princeton Global Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
Princeton Global Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $296K in Q4 2020.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.