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

Sun Group 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	$674K	Hold	4,248	–	–	0.46%	43
2026 Q1	$623K	Sell	4,248 -177	-4%	-$27.3K	0.49%	37
2025 Q4	$685K	Buy	+4,425	New	+$663K	0.55%	33

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

Sun Group Wealth Partners's XLV Position: Q2 2026 in Review

Sun Group Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 4,248 shares worth $674K. The position accounts for 0.46% of the portfolio, ranked #43.

Sun Group Wealth Partners first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $685K in Q4 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sun Group Wealth Partners held 4,248 shares of State Street Health Care Select Sector SPDR ETF worth $674K as of Q2 2026.
Sun Group Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.46% of Sun Group Wealth Partners's portfolio in Q2 2026, its #43 holding.
Sun Group Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Sun Group Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $685K in Q4 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.