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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return