Wagner Wealth Management (South Carolina)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wagner Wealth Management (South Carolina)’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	$34.3K	Hold	216	–	–	0.01%	196
2026 Q1	$31.7K	Buy	216 +1	+0.5%	+$154	0.01%	196
2025 Q4	$33.4K	Hold	215	–	–	0.01%	191
2025 Q3	$29.9K	Buy	215 +1	+0.5%	+$135	0.01%	180
2025 Q2	$28.9K	Buy	214 +100	+88%	+$13.5K	0.01%	180
2025 Q1	$16.6K	Buy	114 +1	+0.9%	+$145	﹤0.01%	179
2024 Q4	$15.6K	Hold	113	–	–	﹤0.01%	179
2024 Q3	$17.4K	Sell	113 -154	-58%	-$23.3K	﹤0.01%	171
2024 Q2	$38.8K	Buy	267 +1	+0.4%	+$143	0.01%	176
2024 Q1	$39.3K	Hold	266	–	–	0.01%	172
2023 Q4	$36.2K	Buy	266 +1	+0.4%	+$130	0.01%	171
2023 Q3	$34.1K	Hold	265	–	–	0.01%	145
2023 Q2	$35.1K	Buy	265 +155	+141%	+$20.4K	0.01%	146
2023 Q1	$14.3K	Hold	110	–	–	0.01%	173
2022 Q4	$14.9K	Buy	110 +1	+0.9%	+$133	0.01%	175
2022 Q3	$13K	Sell	109 -358	-77%	-$46.1K	0.01%	397
2022 Q2	$60K	Sell	467 -757	-62%	-$99.2K	0.05%	184
2022 Q1	$168K	Buy	1,224 +758	+163%	+$100K	0.12%	128
2021 Q4	$66K	Hold	466	–	–	0.05%	214
2021 Q3	$62K	Buy	466 +1	+0.2%	+$132	0.05%	217
2021 Q2	$59K	Sell	465 -18	-4%	-$2.21K	0.04%	234
2021 Q1	$56K	Hold	483	–	–	0.04%	220
2020 Q4	$55K	Buy	+483	New	+$52.7K	0.05%	137
2018 Q3	$57K	Buy	604 +91	+18%	+$8.22K	0.04%	241
2018 Q2	$43K	Buy	513 +1	+0.2%	+$83	0.03%	247
2018 Q1	$42K	Hold	512	–	–	0.03%	227
2017 Q4	$44K	Buy	+512	New	+$42.2K	0.03%	225

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

Wagner Wealth Management (South Carolina)'s XLV Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 216 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #196.

Wagner Wealth Management (South Carolina) first reported a position in XLV in Q4 2017 and has held it in 27 quarters since. The position peaked at $168K in Q1 2022. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wagner Wealth Management (South Carolina) held 216 shares of State Street Health Care Select Sector SPDR ETF worth $34.3K as of Q2 2026.
Wagner Wealth Management (South Carolina) 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 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #196 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Health Care Select Sector SPDR ETF position peaked at $168K in Q1 2022.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.