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

Wealth Enhancement Trust 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 		$16.2K Hold
102
– – ﹤0.01% 651
2026
Q1 		$15K Sell
102
-2,191
-96% -$338K ﹤0.01% 560
2025
Q4 		$355K Buy
+2,293
New +$343K 0.04% 220

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 102 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Wealth Enhancement Trust Services first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 1,600 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Wealth Enhancement Trust Services held 102 shares of State Street Health Care Select Sector SPDR ETF worth $16.2K as of Q2 2026.
  • Wealth Enhancement Trust Services 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 Wealth Enhancement Trust Services's portfolio in Q2 2026, its #651 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street Health Care Select Sector SPDR ETF position peaked at $355K in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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