Summit Financial Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Summit Financial Strategies’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	$223K	Buy	+1,407	New	+$209K	0.02%	151
2026 Q1	–	Sell	-1,353	Closed	-$209K	–	180
2025 Q4	$209K	Buy	+1,353	New	+$203K	0.02%	153

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

Summit Financial Strategies's XLV Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,407 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in XLV as recently as Q4 2025.

Summit Financial Strategies first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Summit Financial Strategies held 1,407 shares of State Street Health Care Select Sector SPDR ETF worth $223K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Summit Financial Strategies position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #151 holding.
Summit Financial Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 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 Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.