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

Summit 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	$468K	Buy	2,952 +2	+0.1%	+$298	0.07%	183
2026 Q1	$433K	Buy	+2,950	New	+$455K	0.07%	178

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 Partners's XLV Position: Q2 2026 in Review

Summit Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.07% in Q2 2026, buying an estimated $298 and bringing the position to 2,952 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #183.

Summit Wealth Partners first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Summit Wealth Partners held 2,952 shares of State Street Health Care Select Sector SPDR ETF worth $468K as of Q2 2026.
Summit Wealth Partners bought 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 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #183 holding.
Summit Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 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 Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.