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

Stockman 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	$6.62M	Buy	41,697 +2,175	+6%	+$324K	0.68%	43
2026 Q1	$5.79M	Sell	39,522 -883	-2%	-$136K	0.64%	43
2025 Q4	$6.25M	Buy	40,405 +3,271	+9%	+$490K	0.73%	40
2025 Q3	$5.17M	Buy	37,134 +2,328	+7%	+$315K	0.64%	42
2025 Q2	$4.69M	Buy	34,806 +2,000	+6%	+$270K	0.64%	42
2025 Q1	$4.79M	Buy	32,806 +241	+0.7%	+$35K	0.71%	40
2024 Q4	$4.48M	Buy	32,565 +3,762	+13%	+$551K	0.7%	39
2024 Q3	$4.44M	Buy	28,803 +1,250	+5%	+$189K	0.69%	39
2024 Q2	$4.02M	Buy	27,553 +660	+2%	+$94.7K	0.7%	39
2024 Q1	$3.97M	Buy	26,893 +1,679	+7%	+$241K	0.7%	41
2023 Q4	$3.44M	Buy	25,214 +404	+2%	+$52.6K	0.69%	39
2023 Q3	$3.19M	Sell	24,810 -1,800	-7%	-$239K	0.7%	39
2023 Q2	$3.53M	Sell	26,610 -547	-2%	-$72.1K	0.76%	39
2023 Q1	$3.52M	Buy	27,157 +5,145	+23%	+$672K	0.79%	39
2022 Q4	$2.99M	Buy	+22,012	New	+$2.92M	0.69%	41
2017 Q1	–	Sell	-3,923	Closed	-$270K	–	141
2016 Q4	$270K	Buy	+3,923	New	+$272K	0.16%	99

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Stockman Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.5% in Q2 2026, buying an estimated $324K and bringing the position to 41,697 shares worth $6.62M. The position accounts for 0.68% of the portfolio, ranked #43.

Stockman Wealth Management first reported a position in XLV in Q4 2016 and has held it in 16 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stockman Wealth Management held 41,697 shares of State Street Health Care Select Sector SPDR ETF worth $6.62M as of Q2 2026.
Stockman Wealth Management bought 2,175 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $324K.
State Street Health Care Select Sector SPDR ETF made up 0.68% of Stockman Wealth Management's portfolio in Q2 2026, its #43 holding.
Stockman Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 16 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.