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

SHP 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	$248K	Buy	1,560 +58	+4%	+$8.63K	0.02%	261
2026 Q1	$220K	Sell	1,502 -5	-0.3%	-$771	0.02%	250
2025 Q4	$233K	Buy	+1,507	New	+$226K	0.02%	232

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

SHP Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q2 2026, buying an estimated $8.63K and bringing the position to 1,560 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #261.

SHP Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SHP Wealth Management held 1,560 shares of State Street Health Care Select Sector SPDR ETF worth $248K as of Q2 2026.
SHP Wealth Management bought 58 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.63K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #261 holding.
SHP Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.