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

Sovereign 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	$419K	Sell	2,640 -71	-3%	-$10.6K	0.06%	250
2026 Q1	$397K	Buy	2,711 +616	+29%	+$95K	0.07%	244
2025 Q4	$324K	Buy	2,095 +350	+20%	+$52.4K	0.06%	256
2025 Q3	$243K	Sell	1,745 -37	-2%	-$5.01K	0.05%	289
2025 Q2	$240K	Sell	1,782 -6	-0.3%	-$810	0.05%	274
2025 Q1	$261K	Buy	1,788 +40	+2%	+$5.81K	0.06%	246
2024 Q4	$240K	Buy	1,748 +8	+0.5%	+$1.17K	0.06%	259
2024 Q3	$268K	Sell	1,740 -3	-0.2%	-$455	0.06%	238
2024 Q2	$254K	Hold	1,743	–	–	0.06%	237
2024 Q1	$257K	Buy	1,743 +27	+2%	+$3.87K	0.07%	234
2023 Q4	$234K	Sell	1,716 -10	-0.6%	-$1.3K	0.07%	218
2023 Q3	$222K	Buy	+1,726	New	+$229K	0.08%	208
2023 Q1	–	Sell	-1,606	Closed	-$218K	–	227
2022 Q4	$218K	Buy	+1,606	New	+$213K	0.09%	200

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

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

Sovereign Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.6% in Q2 2026, selling an estimated $10.6K and leaving 2,640 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #250.

Sovereign Financial Group first reported a position in XLV in Q4 2022 and has held it in 13 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sovereign Financial Group held 2,640 shares of State Street Health Care Select Sector SPDR ETF worth $419K as of Q2 2026.
Sovereign Financial Group sold 71 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #250 holding.
Sovereign Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.