WealthBridge Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthBridge Capital Management’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	$626K	Sell	3,946 -614	-13%	-$91.3K	0.12%	122
2026 Q1	$669K	Sell	4,560 -1,003	-18%	-$155K	0.15%	102
2025 Q4	$861K	Sell	5,563 -325	-6%	-$48.7K	0.2%	85
2025 Q3	$819K	Sell	5,888 -2,964	-33%	-$401K	0.19%	88
2025 Q2	$1.19M	Sell	8,852 -762	-8%	-$103K	0.3%	67
2025 Q1	$1.4M	Sell	9,614 -1,225	-11%	-$178K	0.4%	56
2024 Q4	$1.49M	Sell	10,839 -1,590	-13%	-$233K	0.41%	50
2024 Q3	$1.91M	Sell	12,429 -288	-2%	-$43.7K	0.55%	42
2024 Q2	$1.85M	Sell	12,717 -17	-0.1%	-$2.44K	0.61%	38
2024 Q1	$1.88M	Hold	12,734	–	–	0.63%	36
2023 Q4	$1.74M	Buy	12,734 +1	+0%	+$130	0.65%	37
2023 Q3	$1.64M	Hold	12,733	–	–	0.68%	34
2023 Q2	$1.69M	Sell	12,733 -30	-0.2%	-$3.96K	0.68%	33
2023 Q1	$1.65M	Buy	12,763 +696	+6%	+$90.9K	0.66%	37
2022 Q4	$1.64M	Buy	12,067 +1,343	+13%	+$178K	0.68%	36
2022 Q3	$1.38M	Hold	10,724	–	–	0.59%	38
2022 Q2	$1.38M	Buy	10,724 +515	+5%	+$67.5K	0.59%	38
2022 Q1	$1.4M	Sell	10,209 -266	-3%	-$35.2K	0.52%	43
2021 Q4	$1.48M	Sell	10,475 -1,059	-9%	-$141K	0.55%	44
2021 Q3	$1.47M	Hold	11,534	–	–	0.55%	41
2021 Q2	$1.45M	Sell	11,534 -40	-0.3%	-$4.9K	0.53%	42
2021 Q1	$1.35M	Hold	11,574	–	–	0.55%	41
2020 Q4	$1.31M	Hold	11,574	–	–	0.57%	39
2020 Q3	$1.22M	Sell	11,574 -45	-0.4%	-$4.74K	0.63%	35
2020 Q2	$1.16M	Buy	11,619 +50	+0.4%	+$4.93K	0.66%	35
2020 Q1	$1.02M	Buy	11,569 +690	+6%	+$67K	0.71%	33
2019 Q4	$1.11M	Sell	10,879 -1,180	-10%	-$113K	0.72%	35
2019 Q3	$1.09M	Buy	12,059 +796	+7%	+$72.7K	0.78%	31
2019 Q2	$974K	Sell	11,263 -1,180	-9%	-$106K	0.89%	29
2019 Q1	$1.11M	Buy	12,443 +1,180	+10%	+$106K	0.7%	31
2018 Q4	$974K	Buy	+11,263	New	+$1.02M	0.74%	29

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

WealthBridge Capital Management's XLV Position: Q2 2026 in Review

WealthBridge Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $91.3K and leaving 3,946 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #122.

WealthBridge Capital Management first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.91M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WealthBridge Capital Management held 3,946 shares of State Street Health Care Select Sector SPDR ETF worth $626K as of Q2 2026.
WealthBridge Capital Management sold 614 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $91.3K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of WealthBridge Capital Management's portfolio in Q2 2026, its #122 holding.
WealthBridge Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.91M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.