Provenance Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Provenance Wealth Advisors’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	$57.9K	Hold	365	–	–	0.01%	216
2026 Q1	$53.5K	Sell	365 -154	-30%	-$23.8K	0.01%	199
2025 Q4	$80.3K	Hold	519	–	–	0.01%	170
2025 Q3	$72.2K	Hold	519	–	–	0.01%	190
2025 Q2	$70K	Sell	519 -63	-11%	-$8.51K	0.01%	184
2025 Q1	$85K	Hold	582	–	–	0.01%	196
2024 Q4	$80.1K	Hold	582	–	–	0.01%	201
2024 Q3	$89.6K	Hold	582	–	–	0.01%	199
2024 Q2	$84.8K	Hold	582	–	–	0.01%	183
2024 Q1	$86K	Hold	582	–	–	0.01%	192
2023 Q4	$79.4K	Hold	582	–	–	0.01%	177
2023 Q3	$74.9K	Buy	+582	New	+$77.3K	0.01%	159

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

Provenance Wealth Advisors's XLV Position: Q2 2026 in Review

Provenance Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 365 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #216.

Provenance Wealth Advisors first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $89.6K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Provenance Wealth Advisors held 365 shares of State Street Health Care Select Sector SPDR ETF worth $57.9K as of Q2 2026.
Provenance Wealth Advisors 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 Provenance Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Provenance Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $89.6K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.