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

Stone Summit 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	$467K	Buy	2,945 +245	+9%	+$36.4K	0.12%	101
2026 Q1	$396K	Buy	2,700 +60	+2%	+$9.26K	0.11%	105
2025 Q4	$409K	Sell	2,640 -30	-1%	-$4.49K	0.11%	106
2025 Q3	$372K	Sell	2,670 -305	-10%	-$41.3K	0.11%	113
2025 Q2	$401K	Sell	2,975 -174	-6%	-$23.5K	0.12%	110
2025 Q1	$460K	Sell	3,149 -124	-4%	-$18K	0.16%	101
2024 Q4	$450K	Sell	3,273 -317	-9%	-$46.4K	0.15%	105
2024 Q3	$553K	Buy	3,590 +25	+0.7%	+$3.79K	0.18%	95
2024 Q2	$520K	Sell	3,565 -60	-2%	-$8.61K	0.19%	91
2024 Q1	$536K	Buy	3,625 +151	+4%	+$21.7K	0.19%	93
2023 Q4	$474K	Buy	3,474 +1,440	+71%	+$187K	0.18%	101
2023 Q3	$262K	Buy	2,034 +393	+24%	+$52.2K	0.11%	129
2023 Q2	$218K	Buy	+1,641	New	+$216K	0.09%	133
2023 Q1	–	Sell	-1,515	Closed	-$206K	–	135
2022 Q4	$206K	Buy	+1,515	New	+$201K	0.1%	129

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

Stone Summit Wealth's XLV Position: Q2 2026 in Review

Stone Summit Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.1% in Q2 2026, buying an estimated $36.4K and bringing the position to 2,945 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #101.

Stone Summit Wealth first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $553K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stone Summit Wealth held 2,945 shares of State Street Health Care Select Sector SPDR ETF worth $467K as of Q2 2026.
Stone Summit Wealth bought 245 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Stone Summit Wealth's portfolio in Q2 2026, its #101 holding.
Stone Summit Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Stone Summit Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $553K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.