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

Spire 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	$12.5M	Sell	79,000 -2,628	-3%	-$391K	0.38%	62
2026 Q1	$12M	Sell	81,628 -5,855	-7%	-$903K	0.41%	54
2025 Q4	$13.5M	Sell	87,483 -4,991	-5%	-$747K	0.45%	46
2025 Q3	$12.9M	Sell	92,474 -55,651	-38%	-$7.53M	0.44%	49
2025 Q2	$19.9M	Sell	148,125 -35,737	-19%	-$4.83M	0.72%	30
2025 Q1	$26.8M	Sell	183,862 -1,190	-0.6%	-$173K	0.86%	17
2024 Q4	$25.5M	Buy	185,052 +2,623	+1%	+$384K	0.79%	19
2024 Q3	$28.1M	Sell	182,429 -12,553	-6%	-$1.9M	0.95%	19
2024 Q2	$28.4M	Sell	194,982 -17,217	-8%	-$2.47M	1%	16
2024 Q1	$74.1M	Sell	212,199 -8,230	-4%	-$1.18M	1.35%	19
2023 Q4	$30.7M	Sell	220,429 -18,936	-8%	-$2.46M	1.02%	13
2023 Q3	$30.8M	Buy	239,365 +32,417	+16%	+$4.3M	1.17%	13
2023 Q2	$27.5M	Buy	206,948 +22,159	+12%	+$2.92M	1.01%	17
2023 Q1	$23.9M	Buy	184,789 +30,726	+20%	+$4.01M	0.93%	20
2022 Q4	$20.9M	Buy	154,063 +7,387	+5%	+$979K	1.18%	16
2022 Q3	$17.8M	Buy	146,676 +1,244	+0.9%	+$160K	1.08%	21
2022 Q2	$18.6M	Sell	145,432 -71,010	-33%	-$9.31M	0.77%	23
2022 Q1	$29.2M	Sell	216,442 -61,231	-22%	-$8.11M	0.78%	22
2021 Q4	$39.3M	Buy	277,673 +19,303	+7%	+$2.56M	0.87%	15
2021 Q3	$32.9M	Buy	258,370 +78,495	+44%	+$10.4M	0.87%	17
2021 Q2	$22.7M	Sell	179,875 -9,012	-5%	-$1.1M	0.61%	31
2021 Q1	$22M	Buy	+188,887	New	+$21.8M	0.58%	34

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

Spire Wealth Management's XLV Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.2% in Q2 2026, selling an estimated $391K and leaving 79,000 shares worth $12.5M. The position accounts for 0.38% of the portfolio, ranked #62.

Spire Wealth Management first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $74.1M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Spire Wealth Management held 79,000 shares of State Street Health Care Select Sector SPDR ETF worth $12.5M as of Q2 2026.
Spire Wealth Management sold 2,628 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $391K.
State Street Health Care Select Sector SPDR ETF made up 0.38% of Spire Wealth Management's portfolio in Q2 2026, its #62 holding.
Spire Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $74.1M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.