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

Private Wealth Management Group’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	–	Sell	-100	Closed	-$14.7K	–	1519
2026 Q1	$14.7K	Buy	+100	New	+$15.4K	﹤0.01%	414
2025 Q4	–	Sell	-27	Closed	-$3.76K	–	1556
2025 Q3	$3.76K	Buy	+27	New	+$3.65K	﹤0.01%	904
2025 Q2	–	Sell	-11	Closed	-$1.61K	–	1612
2025 Q1	$1.61K	Buy	+11	New	+$1.6K	﹤0.01%	1126

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 Management Group's XLV Position: Q2 2026 in Review

Private Wealth Management Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 100 shares — an estimated $14.7K sold.

Private Wealth Management Group first reported a position in XLV in Q1 2025 and held it in 3 quarters. The position peaked at $14.7K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Private Wealth Management Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.7K.
Private Wealth Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Private Wealth Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $14.7K in Q1 2026.
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 Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.