Sharkey, Howes & Javer’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sharkey, Howes & Javer’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	$361K	Hold	2,278	–	–	0.04%	131
2026 Q1	$334K	Sell	2,278 -206	-8%	-$31.8K	0.05%	128
2025 Q4	$385K	Hold	2,484	–	–	0.05%	127
2025 Q3	$346K	Hold	2,484	–	–	0.04%	130
2025 Q2	$335K	Hold	2,484	–	–	0.04%	126
2025 Q1	$363K	Hold	2,484	–	–	0.05%	120
2024 Q4	$342K	Buy	2,484 +206	+9%	+$30.1K	0.05%	122
2024 Q3	$351K	Buy	+2,278	New	+$345K	0.05%	114

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

Sharkey, Howes & Javer's XLV Position: Q2 2026 in Review

Sharkey, Howes & Javer held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,278 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #131.

Sharkey, Howes & Javer first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sharkey, Howes & Javer held 2,278 shares of State Street Health Care Select Sector SPDR ETF worth $361K as of Q2 2026.
Sharkey, Howes & Javer 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 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #131 holding.
Sharkey, Howes & Javer first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street Health Care Select Sector SPDR ETF position peaked at $385K in Q4 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.