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

WMS 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	$1.24M	Hold	7,800	–	–	1.6%	19
2026 Q1	$1.14M	Hold	7,800	–	–	1.66%	20
2025 Q4	$1.21M	Buy	+7,800	New	+$1.17M	1.54%	20

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

WMS Group's XLV Position: Q2 2026 in Review

WMS Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 7,800 shares worth $1.24M. The position accounts for 1.6% of the portfolio, ranked #19.

WMS Group first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WMS Group held 7,800 shares of State Street Health Care Select Sector SPDR ETF worth $1.24M as of Q2 2026.
WMS 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 1.6% of WMS Group's portfolio in Q2 2026, its #19 holding.
WMS Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.