Strait & Sound Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strait & Sound 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	$706K	Buy	4,448 +237	+6%	+$35.3K	0.25%	82
2026 Q1	$617K	Buy	4,211 +523	+14%	+$80.7K	0.23%	82
2025 Q4	$571K	Sell	3,688 -864	-19%	-$129K	0.21%	87
2025 Q3	$634K	Buy	4,552 +500	+12%	+$67.7K	0.24%	80
2025 Q2	$546K	Buy	4,052 +1,888	+87%	+$255K	0.23%	82
2025 Q1	$316K	Sell	2,164 -125	-5%	-$18.2K	0.15%	110
2024 Q4	$315K	Buy	+2,289	New	+$335K	0.15%	108

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

Strait & Sound Wealth Management's XLV Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.6% in Q2 2026, buying an estimated $35.3K and bringing the position to 4,448 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #82.

Strait & Sound Wealth Management first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Strait & Sound Wealth Management held 4,448 shares of State Street Health Care Select Sector SPDR ETF worth $706K as of Q2 2026.
Strait & Sound Wealth Management bought 237 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
State Street Health Care Select Sector SPDR ETF made up 0.25% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #82 holding.
Strait & Sound Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.