Schwarz Dygos Wheeler Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Schwarz Dygos Wheeler Investment 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	$289K	Hold	1,820	–	–	0.06%	139
2026 Q1	$267K	Hold	1,820	–	–	0.06%	144
2025 Q4	$282K	Hold	1,820	–	–	0.06%	137
2025 Q3	$253K	Hold	1,820	–	–	0.05%	149
2025 Q2	$245K	Hold	1,820	–	–	0.06%	149
2025 Q1	$266K	Hold	1,820	–	–	0.06%	140
2024 Q4	$250K	Buy	1,820 +150	+9%	+$22K	0.06%	145
2024 Q3	$257K	Hold	1,670	–	–	0.06%	132
2024 Q2	$243K	Hold	1,670	–	–	0.07%	132
2024 Q1	$247K	Hold	1,670	–	–	0.07%	130
2023 Q4	$228K	Hold	1,670	–	–	0.07%	137
2023 Q3	$215K	Hold	1,670	–	–	0.07%	133
2023 Q2	$222K	Hold	1,670	–	–	0.07%	131
2023 Q1	$216K	Hold	1,670	–	–	0.08%	126
2022 Q4	$227K	Hold	1,670	–	–	0.09%	114
2022 Q3	$202K	Hold	1,670	–	–	0.09%	111
2022 Q2	$214K	Hold	1,670	–	–	0.09%	116
2022 Q1	$229K	Hold	1,670	–	–	0.08%	120
2021 Q4	$235K	Sell	1,670 -50	-3%	-$6.64K	0.08%	116
2021 Q3	$219K	Hold	1,720	–	–	0.08%	121
2021 Q2	$217K	Hold	1,720	–	–	0.08%	121
2021 Q1	$201K	Buy	+1,720	New	+$199K	0.08%	122

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's XLV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,820 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #139.

Schwarz Dygos Wheeler Investment Advisors first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 1,292 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,820 shares of State Street Health Care Select Sector SPDR ETF worth $289K as of Q2 2026.
Schwarz Dygos Wheeler Investment 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 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #139 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,292 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.