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Stonebridge Financial Group, LLC/CA’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$11.1M Buy
+69,664
New +$10.4M 1.53% 16

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

Stonebridge Financial Group, LLC/CA's XLV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 69,664 shares worth $11.1M. The stake represents 1.53% of the portfolio and ranks #16 among its holdings.

1,600 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 69,664 shares of State Street Health Care Select Sector SPDR ETF worth $11.1M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 1.53% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #16 holding.
  • 1,600 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.