Steigerwald Gordon & Koch’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Steigerwald Gordon & Koch’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	$186K	Hold	1,170	–	–	0.02%	158
2026 Q1	$172K	Sell	1,170 -33	-3%	-$5.09K	0.02%	151
2025 Q4	$186K	Buy	1,203 +33	+3%	+$4.94K	0.02%	153
2025 Q3	$163K	Buy	+1,170	New	+$158K	0.02%	159

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

Steigerwald Gordon & Koch's XLV Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,170 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #158.

Steigerwald Gordon & Koch first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $186K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Steigerwald Gordon & Koch held 1,170 shares of State Street Health Care Select Sector SPDR ETF worth $186K as of Q2 2026.
Steigerwald Gordon & Koch left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #158 holding.
Steigerwald Gordon & Koch first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Steigerwald Gordon & Koch's State Street Health Care Select Sector SPDR ETF position peaked at $186K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.