Stegent Equity Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stegent Equity Advisors’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	$2.64M	Buy	+16,644	New	+$2.48M	1.89%	20
2024 Q2	–	Sell	-7,312	Closed	-$1.08M	–	92
2024 Q1	$1.08M	Sell	7,312 -993	-12%	-$142K	1.1%	35
2023 Q4	$1.13M	Buy	8,305 +182	+2%	+$23.7K	1.34%	31
2023 Q3	$1.05M	Sell	8,123 -934	-10%	-$124K	1.32%	28
2023 Q2	$1.2M	Sell	9,057 -3,101	-26%	-$409K	1.35%	24
2023 Q1	$1.57M	Sell	12,158 -1,516	-11%	-$198K	1.56%	22
2022 Q4	$1.86M	Sell	13,674 -10,883	-44%	-$1.44M	2.22%	16
2022 Q3	$2.97M	Buy	+24,557	New	+$3.16M	4.46%	4

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

Stegent Equity Advisors's XLV Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 16,644 shares worth $2.64M. The stake represents 1.89% of the portfolio and ranks #20 among its holdings. This is a return to the name: Stegent Equity Advisors previously reported a position in XLV as recently as Q1 2024.

Stegent Equity Advisors first reported a position in XLV in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.97M in Q3 2022. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stegent Equity Advisors held 16,644 shares of State Street Health Care Select Sector SPDR ETF worth $2.64M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Stegent Equity Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 1.89% of Stegent Equity Advisors's portfolio in Q2 2026, its #20 holding.
Stegent Equity Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 8 quarters since.
Stegent Equity Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.97M in Q3 2022.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.