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Stonebridge Financial Group (Pennsylvania)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$4.5M Buy
28,355
+1,903
+7% +$283K 0.34% 78
2026
Q1 		$3.88M Sell
26,452
-166,889
-86% -$25.7M 0.32% 80
2025
Q4 		$29.9M Buy
+193,341
New +$29M 2.56% 11
2025
Q2 		– Sell
-178,081
Closed -$26M – 966
2025
Q1 		$26M Buy
178,081
+167,700
+1,615% +$24.4M 2.77% 7
2024
Q4 		$1.43M Buy
+10,381
New +$1.52M 0.16% 98

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.2% in Q2 2026, buying an estimated $283K and bringing the position to 28,355 shares worth $4.5M. The position accounts for 0.34% of the portfolio, ranked #78.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLV in Q4 2024 and has held it in 5 quarters since. The position peaked at $29.9M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 28,355 shares of State Street Health Care Select Sector SPDR ETF worth $4.5M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 1,903 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $283K.
  • State Street Health Care Select Sector SPDR ETF made up 0.34% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #78 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s State Street Health Care Select Sector SPDR ETF position peaked at $29.9M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.