Spartan Wealth Advisory Services LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Spartan Wealth Advisory Services LLC’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	$945K	Buy	5,955 +1,156	+24%	+$172K	0.08%	166
2026 Q1	$704K	Buy	+4,799	New	+$740K	0.06%	184

Other funds holding XLV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's XLV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q2 2026, buying an estimated $172K and bringing the position to 5,955 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #166.

Spartan Wealth Advisory Services LLC first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Spartan Wealth Advisory Services LLC held 5,955 shares of State Street Health Care Select Sector SPDR ETF worth $945K as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 1,156 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #166 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.