Sequent Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sequent Planning’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	$2.42M	Buy	15,233 +1,332	+10%	+$198K	0.52%	49
2026 Q1	$2.04M	Buy	13,901 +950	+7%	+$147K	0.49%	52
2025 Q4	$2M	Buy	12,951 +2,192	+20%	+$328K	0.51%	51
2025 Q3	$1.5M	Buy	10,759 +4,945	+85%	+$669K	0.42%	52
2025 Q2	$784K	Buy	5,814 +1,746	+43%	+$236K	0.25%	70
2025 Q1	$594K	Buy	4,068 +999	+33%	+$145K	0.21%	73
2024 Q4	$422K	Buy	3,069 +424	+16%	+$62K	0.16%	91
2024 Q3	$407K	Buy	2,645 +140	+6%	+$21.2K	0.14%	98
2024 Q2	$363K	Buy	2,505 +46	+2%	+$6.6K	0.12%	104
2024 Q1	$363K	Buy	+2,459	New	+$353K	0.13%	101

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

Sequent Planning's XLV Position: Q2 2026 in Review

Sequent Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.6% in Q2 2026, buying an estimated $198K and bringing the position to 15,233 shares worth $2.42M. The position accounts for 0.52% of the portfolio, ranked #49.

Sequent Planning first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sequent Planning held 15,233 shares of State Street Health Care Select Sector SPDR ETF worth $2.42M as of Q2 2026.
Sequent Planning bought 1,332 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $198K.
State Street Health Care Select Sector SPDR ETF made up 0.52% of Sequent Planning's portfolio in Q2 2026, its #49 holding.
Sequent Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.