Saxony Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Saxony Capital 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	$393K	Buy	+2,476	New	+$368K	0.18%	112

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Saxony Capital Management's XLV Position: Q2 2026 in Review

Saxony Capital Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,476 shares worth $393K. The stake represents 0.18% of the portfolio and ranks #112 among its holdings.

476 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Saxony Capital Management held 2,476 shares of State Street Health Care Select Sector SPDR ETF worth $393K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Saxony Capital Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Saxony Capital Management's portfolio in Q2 2026, its #112 holding.
476 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.