Wealth Enhancement Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealth Enhancement Advisory Services’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	$21.1M	Buy	130,994 +15,104	+13%	+$2.25M	0.04%	427
2026 Q1	$17M	Sell	115,890 -50,271	-30%	-$7.75M	0.03%	444
2025 Q4	$26.3M	Buy	166,161 +9,842	+6%	+$1.47M	0.04%	405
2025 Q3	$22.5M	Sell	156,319 -4,158	-3%	-$563K	0.03%	424
2025 Q2	$21.7M	Buy	160,477 +39,790	+33%	+$5.37M	0.04%	402
2025 Q1	$17.6M	Sell	120,687 -2,487	-2%	-$361K	0.03%	434
2024 Q4	$16.9M	Buy	123,174 +17,028	+16%	+$2.49M	0.03%	408
2024 Q3	$16.3M	Buy	106,146 +2,825	+3%	+$428K	0.04%	391
2024 Q2	$15.1M	Sell	103,321 -753	-0.7%	-$108K	0.04%	389
2024 Q1	$15.4M	Sell	104,074 -24,840	-19%	-$3.56M	0.04%	377
2023 Q4	$17.6M	Buy	128,914 +18,365	+17%	+$2.39M	0.05%	328
2023 Q3	$14.2M	Buy	110,549 +104,299	+1,669%	+$13.8M	0.05%	335
2023 Q2	$830K	Sell	6,250 -4,580	-42%	-$604K	0.01%	288
2023 Q1	$1.4M	Buy	10,830 +2,284	+27%	+$298K	0.02%	266
2022 Q4	$1.13M	Sell	8,546 -305	-3%	-$40.4K	0.01%	209
2022 Q3	$1.08M	Buy	8,851 +669	+8%	+$86.2K	0.02%	229
2022 Q2	$1.07M	Buy	8,182 +1,280	+19%	+$168K	0.01%	244
2022 Q1	$945K	Sell	6,902 -84	-1%	-$11.1K	0.01%	239
2021 Q4	$914K	Buy	6,986 +252	+4%	+$33.5K	0.01%	225
2021 Q3	$892K	Buy	6,734 +1,781	+36%	+$235K	0.01%	224
2021 Q2	$635K	Sell	4,953 -673	-12%	-$82.5K	0.01%	221
2021 Q1	$657K	Buy	5,626 +2,751	+96%	+$318K	0.01%	217
2020 Q4	$336K	Buy	+2,875	New	+$314K	0.01%	202

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

Wealth Enhancement Advisory Services's XLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, buying an estimated $2.25M and bringing the position to 130,994 shares worth $21.1M. The position accounts for 0.04% of the portfolio, ranked #427.

Wealth Enhancement Advisory Services first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.3M in Q4 2025. 1,858 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wealth Enhancement Advisory Services held 130,994 shares of State Street Health Care Select Sector SPDR ETF worth $21.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 15,104 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.25M.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #427 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $26.3M in Q4 2025.
1,858 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.