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

SteelPeak Wealth’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	$4.36M	Buy	27,492 +13,967	+103%	+$2.08M	0.11%	142
2026 Q1	$1.98M	Buy	13,525 +947	+8%	+$146K	0.06%	223
2025 Q4	$1.95M	Sell	12,578 -2,320	-16%	-$347K	0.06%	213
2025 Q3	$2.07M	Buy	14,898 +2,557	+21%	+$346K	0.07%	211
2025 Q2	$1.66M	Sell	12,341 -2,624	-18%	-$354K	0.06%	213
2025 Q1	$2.19M	Sell	14,965 -45,723	-75%	-$6.64M	0.09%	174
2024 Q4	$8.35M	Buy	60,688 +22,150	+57%	+$3.24M	0.34%	64
2024 Q3	$5.94M	Buy	38,538 +22,590	+142%	+$3.42M	0.26%	80
2024 Q2	$2.32M	Sell	15,948 -13,911	-47%	-$2M	0.11%	145
2024 Q1	$4.41M	Buy	29,859 +10,419	+54%	+$1.49M	0.22%	83
2023 Q4	$2.65M	Sell	19,440 -24,957	-56%	-$3.25M	0.15%	112
2023 Q3	$5.72M	Buy	44,397 +27,085	+156%	+$3.6M	0.36%	65
2023 Q2	$2.3M	Sell	17,312 -19,408	-53%	-$2.56M	0.14%	110
2023 Q1	$4.75M	Buy	36,720 +4,406	+14%	+$576K	0.32%	69
2022 Q4	$4.39M	Sell	32,314 -1,131	-3%	-$150K	0.32%	67
2022 Q3	$4.05M	Buy	33,445 +19,978	+148%	+$2.57M	0.3%	71
2022 Q2	$1.73M	Buy	13,467 +2,546	+23%	+$334K	0.12%	121
2022 Q1	$1.5M	Sell	10,921 -2,783	-20%	-$368K	0.08%	146
2021 Q4	$1.93M	Buy	13,704 +2,188	+19%	+$291K	0.11%	122
2021 Q3	$1.47M	Buy	11,516 +464	+4%	+$61.3K	0.1%	128
2021 Q2	$1.39M	Sell	11,052 -188	-2%	-$23K	0.1%	140
2021 Q1	$1.31M	Buy	11,240 +527	+5%	+$60.8K	0.1%	132
2020 Q4	$1.22M	Buy	10,713 +289	+3%	+$31.5K	0.11%	140
2020 Q3	$1.1M	Buy	10,424 +536	+5%	+$56.4K	0.12%	130
2020 Q2	$989K	Sell	9,888 -1,109	-10%	-$109K	0.12%	118
2020 Q1	$974K	Sell	10,997 -448	-4%	-$43.5K	0.15%	107
2019 Q4	$1.17M	Buy	+11,445	New	+$1.1M	0.16%	111

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

SteelPeak Wealth's XLV Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 103% in Q2 2026, buying an estimated $2.08M and bringing the position to 27,492 shares worth $4.36M. The position accounts for 0.11% of the portfolio, ranked #142.

SteelPeak Wealth first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.35M in Q4 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SteelPeak Wealth held 27,492 shares of State Street Health Care Select Sector SPDR ETF worth $4.36M as of Q2 2026.
SteelPeak Wealth bought 13,967 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.08M.
State Street Health Care Select Sector SPDR ETF made up 0.11% of SteelPeak Wealth's portfolio in Q2 2026, its #142 holding.
SteelPeak Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $8.35M in Q4 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.