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

Stonebridge Financial Planning Group’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	$1.05M	Sell	6,645 -735	-10%	-$109K	0.34%	88
2026 Q1	$1.08M	Sell	7,380 -945	-11%	-$146K	0.4%	77
2025 Q4	$1.29M	Sell	8,325 -2,790	-25%	-$418K	0.47%	71
2025 Q3	$1.55M	Sell	11,115 -4,165	-27%	-$564K	0.58%	55
2025 Q2	$2.06M	Sell	15,280 -1,944	-11%	-$263K	0.86%	33
2025 Q1	$2.51M	Sell	17,224 -342	-2%	-$49.7K	1.15%	24
2024 Q4	$2.42M	Sell	17,566 -1,257	-7%	-$184K	1.08%	25
2024 Q3	$2.9M	Buy	18,823 +73	+0.4%	+$11.1K	1.38%	16
2024 Q2	$2.73M	Buy	18,750 +329	+2%	+$47.2K	1.37%	14
2024 Q1	$2.72M	Sell	18,421 -306	-2%	-$43.9K	1.44%	11
2023 Q4	$2.55M	Sell	18,727 -3,708	-17%	-$482K	1.47%	13
2023 Q3	$2.89M	Sell	22,435 -753	-3%	-$100K	1.85%	11
2023 Q2	$3.08M	Buy	23,188 +2,897	+14%	+$382K	1.88%	10
2023 Q1	$2.63M	Buy	20,291 +5,281	+35%	+$690K	1.7%	16
2022 Q4	$2.04M	Buy	15,010 +1,801	+14%	+$239K	1.36%	20
2022 Q3	$1.6M	Buy	13,209 +11,610	+726%	+$1.5M	1.12%	29
2022 Q2	$205K	Buy	+1,599	New	+$210K	0.14%	110

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

Stonebridge Financial Planning Group's XLV Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, selling an estimated $109K and leaving 6,645 shares worth $1.05M. The position accounts for 0.34% of the portfolio, ranked #88.

Stonebridge Financial Planning Group first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.08M in Q2 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stonebridge Financial Planning Group held 6,645 shares of State Street Health Care Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Stonebridge Financial Planning Group sold 735 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Health Care Select Sector SPDR ETF made up 0.34% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #88 holding.
Stonebridge Financial Planning Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Stonebridge Financial Planning Group's State Street Health Care Select Sector SPDR ETF position peaked at $3.08M in Q2 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.