United Advisor Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

United Advisor 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	$542K	Sell	3,415 -19	-0.6%	-$2.83K	0.06%	300
2026 Q1	$503K	Buy	3,434 +145	+4%	+$22.4K	0.06%	287
2025 Q4	$509K	Sell	3,289 -159	-5%	-$23.8K	0.06%	276
2025 Q3	$480K	Buy	3,448 +543	+19%	+$73.5K	0.06%	272
2025 Q2	$392K	Sell	2,905 -1,309	-31%	-$177K	0.07%	269
2025 Q1	$615K	Buy	4,214 +1,003	+31%	+$146K	0.13%	161
2024 Q4	$442K	Sell	3,211 -1,834	-36%	-$268K	0.09%	219
2024 Q3	$777K	Buy	+5,045	New	+$765K	0.18%	129

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

United Advisor Group's XLV Position: Q2 2026 in Review

United Advisor Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.55% in Q2 2026, selling an estimated $2.83K and leaving 3,415 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #300.

United Advisor Group first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $777K in Q3 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

United Advisor Group held 3,415 shares of State Street Health Care Select Sector SPDR ETF worth $542K as of Q2 2026.
United Advisor Group sold 19 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.83K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #300 holding.
United Advisor Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's State Street Health Care Select Sector SPDR ETF position peaked at $777K in Q3 2024.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.