SW
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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
2025
Q2 		– Hold
0
– -$58.4K – 671
2025
Q1 		– Hold
0
– – – 541
2024
Q4 		– Hold
0
– – – 505

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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. 882 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.
  • 882 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.