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

Spartan Planning & 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	$222K	Buy	+1,400	New	+$208K	0.15%	73
2026 Q1	–	Sell	-1,828	Closed	-$283K	–	97
2025 Q4	$283K	Buy	+1,828	New	+$274K	0.21%	66
2023 Q4	$111K	Buy	814 +371	+84%	+$48.3K	0.12%	88
2023 Q3	$57K	Buy	+443	New	+$58.8K	0.07%	86

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

Spartan Planning & Wealth Management's XLV Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,400 shares worth $222K. The stake represents 0.15% of the portfolio and ranks #73 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in XLV as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in XLV in Q3 2023 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Spartan Planning & Wealth Management held 1,400 shares of State Street Health Care Select Sector SPDR ETF worth $222K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Spartan Planning & Wealth Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #73 holding.
Spartan Planning & Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 4 quarters since.
Spartan Planning & Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $283K 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 Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.