Weaver Consulting Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Weaver Consulting 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	$266K	Hold	1,678	–	–	0.05%	247
2026 Q1	$246K	Hold	1,678	–	–	0.06%	241
2025 Q4	$260K	Buy	+1,678	New	+$251K	0.06%	227
2024 Q4	–	Sell	-1,739	Closed	-$268K	–	234
2024 Q3	$268K	Buy	1,739 +95	+6%	+$14.4K	0.09%	176
2024 Q2	$240K	Sell	1,644 -28	-2%	-$4.02K	0.08%	174
2024 Q1	$247K	Buy	1,672 +175	+12%	+$25.1K	0.09%	172
2023 Q4	$204K	Sell	1,497 -135	-8%	-$17.6K	0.08%	188
2023 Q3	$210K	Sell	1,632 -283	-15%	-$37.6K	0.09%	170
2023 Q2	$254K	Buy	1,915 +78	+4%	+$10.3K	0.11%	149
2023 Q1	$238K	Buy	+1,837	New	+$240K	0.11%	155
2020 Q4	–	Sell	-1,126	Closed	-$119K	–	926
2020 Q3	$119K	Buy	1,126 +50	+5%	+$5.26K	0.07%	169
2020 Q2	$108K	Buy	1,076 +50	+5%	+$4.93K	0.06%	182
2020 Q1	$91K	Sell	1,026 -135	-12%	-$13.1K	0.06%	170
2019 Q4	$105K	Sell	1,161 -50	-4%	-$4.81K	0.06%	168
2019 Q3	$112K	Hold	1,211	–	–	0.06%	155
2019 Q2	$112K	Hold	1,211	–	–	0.06%	139
2019 Q1	$111K	Buy	+1,211	New	+$109K	0.03%	303

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

Weaver Consulting Group's XLV Position: Q2 2026 in Review

Weaver Consulting Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,678 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #247.

Weaver Consulting Group first reported a position in XLV in Q1 2019 and has held it in 17 quarters since. The position peaked at $268K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Weaver Consulting Group held 1,678 shares of State Street Health Care Select Sector SPDR ETF worth $266K as of Q2 2026.
Weaver Consulting Group 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 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #247 holding.
Weaver Consulting Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 17 quarters since.
Weaver Consulting Group's State Street Health Care Select Sector SPDR ETF position peaked at $268K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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