Summit Wealth Group (Colorado)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Summit Wealth Group (Colorado)’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	$209K	Buy	+1,314	New	+$195K	0.02%	383
2025 Q4	–	Sell	-10,159	Closed	-$453K	–	660
2025 Q3	$453K	Buy	+10,159	New	+$1.37M	0.05%	284

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 Wealth Group (Colorado)'s XLV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,314 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in XLV as recently as Q3 2025.

Summit Wealth Group (Colorado) first reported a position in XLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $453K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Summit Wealth Group (Colorado) held 1,314 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #383 holding.
Summit Wealth Group (Colorado) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
Summit Wealth Group (Colorado)'s State Street Health Care Select Sector SPDR ETF position peaked at $453K in Q3 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.