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

Private Wealth 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	$141K	Hold	890	–	–	0.01%	302
2026 Q1	$130K	Sell	890 -13	-1%	-$2K	0.01%	298
2025 Q4	$140K	Hold	903	–	–	0.02%	292
2025 Q3	$126K	Sell	903 -488	-35%	-$66K	0.01%	279
2025 Q2	$187K	Buy	1,391 +688	+98%	+$92.9K	0.02%	238
2025 Q1	$103K	Buy	+703	New	+$102K	0.01%	297

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

Private Wealth Asset Management's XLV Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 890 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #302.

Private Wealth Asset Management first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $187K in Q2 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Private Wealth Asset Management held 890 shares of State Street Health Care Select Sector SPDR ETF worth $141K as of Q2 2026.
Private Wealth Asset Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #302 holding.
Private Wealth Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $187K in Q2 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.