Strategic Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategic Wealth Partners’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	$174K	Sell	1,095 -2	-0.2%	-$298	0.01%	329
2026 Q1	$161K	Sell	1,097 -8	-0.7%	-$1.23K	0.01%	328
2025 Q4	$171K	Sell	1,105 -136	-11%	-$20.4K	0.01%	329
2025 Q3	$173K	Sell	1,241 -1,992	-62%	-$270K	0.01%	350
2025 Q2	$436K	Buy	+3,233	New	+$437K	0.03%	227
2024 Q4	$786K	Buy	5,366 +3,898	+266%	+$570K	0.07%	166
2024 Q3	$226K	Sell	1,468 -122	-8%	-$18.5K	0.02%	279
2024 Q2	$232K	Sell	1,590 -161	-9%	-$23.1K	0.02%	269
2024 Q1	$259K	Buy	1,751 +275	+19%	+$39.5K	0.03%	246
2023 Q4	$201K	Buy	+1,476	New	+$192K	0.02%	269
2023 Q1	–	Sell	-1,669	Closed	-$227K	–	283
2022 Q4	$227K	Sell	1,669 -1,894	-53%	-$251K	0.04%	237
2022 Q3	$432K	Buy	+3,563	New	+$459K	0.09%	186
2019 Q4	–	Sell	-300	Closed	-$26	–	524
2019 Q3	$26	Sell	300 -138	-32%	-$12.6K	﹤0.01%	355
2019 Q2	$40K	Sell	438 -135	-24%	-$12.1K	0.02%	248
2019 Q1	$52K	Buy	573 +209	+57%	+$18.8K	0.02%	235
2018 Q4	$32K	Buy	364 +15	+4%	+$1.36K	0.02%	278
2018 Q3	$33K	Buy	349 +11	+3%	+$994	0.02%	271
2018 Q2	$28K	Sell	338 -24	-7%	-$1.99K	0.02%	325
2018 Q1	$29K	Buy	362 +26	+8%	+$2.21K	0.02%	306
2017 Q4	$28K	Buy	+336	New	+$27.7K	0.02%	279

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

Strategic Wealth Partners's XLV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q2 2026, selling an estimated $298 and leaving 1,095 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #329.

Strategic Wealth Partners first reported a position in XLV in Q4 2017 and has held it in 20 quarters since. The position peaked at $786K in Q4 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Strategic Wealth Partners held 1,095 shares of State Street Health Care Select Sector SPDR ETF worth $174K as of Q2 2026.
Strategic Wealth Partners sold 2 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #329 holding.
Strategic Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
Strategic Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $786K in Q4 2024.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.