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Shepherd Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shepherd Wealth 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 		– Sell
-57,687
Closed -$9.94M – 73
2026
Q1 		$9.94M Buy
+57,687
New +$8.9M 7.45% 5

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Shepherd Wealth Management's XLV Position: Q2 2026 in Review

Shepherd Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 57,687 shares — an estimated $9.94M sold.

Shepherd Wealth Management first reported a position in XLV in Q1 2026 and held it in 1 quarter. The position peaked at $9.94M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Shepherd Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 57,687 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.94M.
  • Shepherd Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Shepherd Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $9.94M in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.