180 Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

180 Wealth Advisors’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	$344K	Buy	2,166 +268	+14%	+$39.9K	0.03%	362
2026 Q1	$278K	Sell	1,898 -220	-10%	-$33.9K	0.03%	375
2025 Q4	$328K	Sell	2,118 -93	-4%	-$13.9K	0.04%	343
2025 Q3	$308K	Buy	2,211 +678	+44%	+$91.7K	0.04%	353
2025 Q2	$207K	Buy	1,533 +86	+6%	+$11.6K	0.03%	394
2025 Q1	$211K	Buy	+1,447	New	+$210K	0.03%	367
2024 Q4	–	Sell	-1,444	Closed	-$222K	–	468
2024 Q3	$222K	Sell	1,444 -52	-3%	-$7.88K	0.04%	386
2024 Q2	$220K	Buy	1,496 +72	+5%	+$10.3K	0.04%	381
2024 Q1	$210K	Buy	+1,424	New	+$204K	0.04%	363
2022 Q3	–	Sell	-1,643	Closed	-$213K	–	390
2022 Q2	$213K	Hold	1,643	–	–	0.05%	324
2022 Q1	$227K	Sell	1,643 -26	-2%	-$3.44K	0.05%	330
2021 Q4	$216K	Sell	1,669 -171	-9%	-$22.7K	0.05%	339
2021 Q3	$235K	Sell	1,840 -30	-2%	-$3.96K	0.05%	331
2021 Q2	$249K	Hold	1,870	–	–	0.06%	309
2021 Q1	$232K	Sell	1,870 -2,528	-57%	-$292K	0.06%	306
2020 Q4	$518K	Buy	4,398 +131	+3%	+$14.3K	0.15%	142
2020 Q3	$454K	Hold	4,267	–	–	0.17%	127
2020 Q2	$452K	Hold	4,267	–	–	0.18%	125
2020 Q1	$374K	Buy	4,267 +272	+7%	+$26.4K	0.19%	133
2019 Q4	$415K	Hold	3,995	–	–	0.17%	149
2019 Q3	$359K	Hold	3,995	–	–	0.16%	165
2019 Q2	$365K	Buy	3,995 +175	+5%	+$15.7K	0.16%	154
2019 Q1	$339K	Buy	+3,820	New	+$344K	0.15%	169
2018 Q1	–	Sell	-2,581	Closed	-$213K	–	255
2017 Q4	$213K	Buy	+2,581	New	+$213K	0.11%	221

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

180 Wealth Advisors's XLV Position: Q2 2026 in Review

180 Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,166 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #362.

180 Wealth Advisors first reported a position in XLV in Q4 2017 and has held it in 24 quarters since. The position peaked at $518K in Q4 2020. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

180 Wealth Advisors held 2,166 shares of State Street Health Care Select Sector SPDR ETF worth $344K as of Q2 2026.
180 Wealth Advisors bought 268 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $39.9K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #362 holding.
180 Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
180 Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $518K in Q4 2020.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.