SageView Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SageView Advisory 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	$205K	Buy	+1,294	New	+$193K	0.01%	603
2026 Q1	–	Sell	-1,475	Closed	-$228K	–	2463
2025 Q4	$228K	Sell	1,475 -301	-17%	-$45.1K	0.01%	551
2025 Q3	$247K	Sell	1,776 -181	-9%	-$24.5K	0.01%	569
2025 Q2	$265K	Sell	1,957 -198	-9%	-$26.7K	0.01%	531
2025 Q1	$315K	Sell	2,155 -766	-26%	-$111K	0.01%	461
2024 Q4	$402K	Buy	2,921 +109	+4%	+$16K	0.02%	381
2024 Q3	$433K	Sell	2,812 -1,159	-29%	-$176K	0.02%	322
2024 Q2	$579K	Buy	+3,971	New	+$570K	0.03%	312
2024 Q1	–	Sell	-11,244	Closed	-$1.58M	–	844
2023 Q4	$1.58M	Sell	11,244 -24,629	-69%	-$3.2M	0.07%	183
2023 Q3	$4.62M	Buy	35,873 +2,999	+9%	+$398K	0.26%	53
2023 Q2	$4.36M	Buy	32,874 +5,281	+19%	+$696K	0.24%	59
2023 Q1	$3.57M	Sell	27,593 -15,108	-35%	-$1.97M	0.23%	69
2022 Q4	$5.8M	Buy	+42,701	New	+$5.66M	0.47%	49

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

SageView Advisory Group's XLV Position: Q2 2026 in Review

SageView Advisory Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,294 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in XLV as recently as Q4 2025.

SageView Advisory Group first reported a position in XLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.8M in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SageView Advisory Group held 1,294 shares of State Street Health Care Select Sector SPDR ETF worth $205K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new SageView Advisory Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #603 holding.
SageView Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $5.8M in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.