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

Straight Path 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	$320K	Buy	2,019 +597	+42%	+$88.8K	0.07%	99
2026 Q1	$209K	Buy	1,422 +4	+0.3%	+$617	0.06%	121
2025 Q4	$220K	Buy	+1,418	New	+$212K	0.06%	114
2025 Q2	–	Sell	-1,404	Closed	-$205K	–	120
2025 Q1	$205K	Buy	+1,404	New	+$204K	0.08%	101
2024 Q4	–	Sell	-1,305	Closed	-$201K	–	102
2024 Q3	$201K	Buy	+1,305	New	+$198K	0.09%	94

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

Straight Path Wealth Management's XLV Position: Q2 2026 in Review

Straight Path Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 42% in Q2 2026, buying an estimated $88.8K and bringing the position to 2,019 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #99.

Straight Path Wealth Management first reported a position in XLV in Q3 2024 and has held it in 5 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Straight Path Wealth Management held 2,019 shares of State Street Health Care Select Sector SPDR ETF worth $320K as of Q2 2026.
Straight Path Wealth Management bought 597 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $88.8K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Straight Path Wealth Management's portfolio in Q2 2026, its #99 holding.
Straight Path Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 5 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 Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.