Spahn Wealth & Retirement’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Spahn Wealth & Retirement’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	$5.62M	Buy	+35,452	New	+$5.27M	3.62%	11

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

Spahn Wealth & Retirement's XLV Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 35,452 shares worth $5.62M. The stake represents 3.62% of the portfolio and ranks #11 among its holdings.

1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Spahn Wealth & Retirement held 35,452 shares of State Street Health Care Select Sector SPDR ETF worth $5.62M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Spahn Wealth & Retirement position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 3.62% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #11 holding.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.