Windsor Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Windsor Advisory 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	$8.57K	Sell	54 -207	-79%	-$30.8K	0.01%	95
2026 Q1	$38.3K	Buy	+261	New	+$40.3K	0.03%	72
2023 Q3	–	Sell	-100	Closed	-$13.3K	–	67
2023 Q2	$13.3K	Buy	+100	New	+$13.2K	0.03%	53

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

Windsor Advisory Group's XLV Position: Q2 2026 in Review

Windsor Advisory Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 79% in Q2 2026, selling an estimated $30.8K and leaving 54 shares worth $8.57K. The position accounts for 0.01% of the portfolio, ranked #95.

Windsor Advisory Group first reported a position in XLV in Q2 2023 and has held it in 3 quarters since. The position peaked at $38.3K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Windsor Advisory Group held 54 shares of State Street Health Care Select Sector SPDR ETF worth $8.57K as of Q2 2026.
Windsor Advisory Group sold 207 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $30.8K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Windsor Advisory Group's portfolio in Q2 2026, its #95 holding.
Windsor Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 3 quarters since.
Windsor Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $38.3K in Q1 2026.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.