Snider Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Snider Financial Group’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	$291K	Hold	1,833	–	–	0.07%	93
2026 Q1	$269K	Sell	1,833 -110	-6%	-$17K	0.08%	88
2025 Q4	$301K	Sell	1,943 -64	-3%	-$9.59K	0.08%	90
2025 Q3	$279K	Buy	2,007 +87	+5%	+$11.8K	0.08%	98
2025 Q2	$259K	Buy	1,920 +132	+7%	+$17.8K	0.07%	100
2025 Q1	$261K	Hold	1,788	–	–	0.08%	101
2024 Q4	$246K	Buy	1,788 +301	+20%	+$44K	0.08%	102
2024 Q3	$229K	Hold	1,487	–	–	0.08%	58
2024 Q2	$217K	Buy	+1,487	New	+$213K	0.08%	59

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

Snider Financial Group's XLV Position: Q2 2026 in Review

Snider Financial Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,833 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #93.

Snider Financial Group first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $301K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Snider Financial Group held 1,833 shares of State Street Health Care Select Sector SPDR ETF worth $291K as of Q2 2026.
Snider Financial Group 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 0.07% of Snider Financial Group's portfolio in Q2 2026, its #93 holding.
Snider Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Snider Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $301K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.