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

Syntegra Private Wealth Group’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	$272K	Hold	1,712	–	–	0.02%	173
2026 Q1	$251K	Buy	1,712 +156	+10%	+$24.1K	0.02%	164
2025 Q4	$241K	Hold	1,556	–	–	0.02%	174
2025 Q3	$217K	Hold	1,556	–	–	0.02%	181
2025 Q2	$210K	Hold	1,556	–	–	0.02%	174
2025 Q1	$227K	Sell	1,556 -97	-6%	-$14.1K	0.03%	150
2024 Q4	$227K	Hold	1,653	–	–	0.03%	144
2024 Q3	$255K	Hold	1,653	–	–	0.03%	133
2024 Q2	$241K	Hold	1,653	–	–	0.03%	131
2024 Q1	$244K	Hold	1,653	–	–	0.03%	127
2023 Q4	$225K	Hold	1,653	–	–	0.03%	121
2023 Q3	$213K	Sell	1,653 -6	-0.4%	-$797	0.03%	121
2023 Q2	$220K	Buy	1,659 +6	+0.4%	+$791	0.03%	129
2023 Q1	$214K	Hold	1,653	–	–	0.04%	115
2022 Q4	$225K	Buy	+1,653	New	+$219K	0.05%	99

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Syntegra Private Wealth Group's XLV Position: Q2 2026 in Review

Syntegra Private Wealth Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,712 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #173.

Syntegra Private Wealth Group first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Syntegra Private Wealth Group held 1,712 shares of State Street Health Care Select Sector SPDR ETF worth $272K as of Q2 2026.
Syntegra Private Wealth Group 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 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #173 holding.
Syntegra Private Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.