Stonehaven Wealth & Tax Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$413K	Buy	2,603 +38	+1%	+$5.65K	0.33%	57
2026 Q1	$376K	Buy	2,565 +91	+4%	+$14K	0.33%	51
2025 Q4	$383K	Buy	2,474 +1,021	+70%	+$153K	0.34%	51
2025 Q3	$202K	Buy	+1,453	New	+$197K	0.19%	77
2025 Q2	–	Sell	-1,453	Closed	-$212K	–	81
2025 Q1	$212K	Sell	1,453 -10	-0.7%	-$1.45K	0.22%	63
2024 Q4	$201K	Buy	+1,463	New	+$214K	0.22%	80

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

Stonehaven Wealth & Tax Solutions's XLV Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, buying an estimated $5.65K and bringing the position to 2,603 shares worth $413K. The position accounts for 0.33% of the portfolio, ranked #57.

Stonehaven Wealth & Tax Solutions first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 2,603 shares of State Street Health Care Select Sector SPDR ETF worth $413K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 38 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.65K.
State Street Health Care Select Sector SPDR ETF made up 0.33% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #57 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.