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

Marathon Wealth Advisors LLC’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	$324K	Buy	2,045 +3	+0.1%	+$446	0.11%	72
2026 Q1	$299K	Buy	2,042 +4	+0.2%	+$617	0.12%	68
2025 Q4	$316K	Buy	+2,038	New	+$305K	0.13%	69

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

Marathon Wealth Advisors LLC's XLV Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q2 2026, buying an estimated $446 and bringing the position to 2,045 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #72.

Marathon Wealth Advisors LLC first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Marathon Wealth Advisors LLC held 2,045 shares of State Street Health Care Select Sector SPDR ETF worth $324K as of Q2 2026.
Marathon Wealth Advisors LLC bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #72 holding.
Marathon Wealth Advisors LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.