1IA
XLV icon

1834 Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

1834 Investment 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 		$1.52M Hold
9,590
– – 0.17% 106
2026
Q1 		$1.41M Buy
9,590
+766
+9% +$118K 0.18% 95
2025
Q4 		$1.37M Sell
8,824
-164
-2% -$24.6K 0.17% 100
2025
Q3 		$1.25M Sell
8,988
-1,100
-11% -$149K 0.15% 102
2025
Q2 		$1.36M Sell
10,088
-912
-8% -$123K 0.17% 94
2025
Q1 		$1.61M Sell
11,000
-1,055
-9% -$153K 0.21% 88
2024
Q4 		$1.66M Sell
12,055
-451
-4% -$66K 0.21% 91
2024
Q3 		$1.93M Sell
12,506
-1,442
-10% -$219K 0.22% 88
2024
Q2 		$2.03M Sell
13,948
-668
-5% -$95.8K 0.24% 85
2024
Q1 		$2.16M Sell
14,616
-410
-3% -$58.8K 0.26% 82
2023
Q4 		$2.05M Sell
15,026
-1,788
-11% -$233K 0.24% 85
2023
Q3 		$2.16M Sell
16,814
-692
-4% -$91.9K 0.27% 83
2023
Q2 		$2.32M Sell
17,506
-485
-3% -$63.9K 0.28% 79
2023
Q1 		$2.33M Sell
17,991
-809
-4% -$106K 0.28% 79
2022
Q4 		$2.55M Sell
18,800
-1,071
-5% -$142K 0.36% 67
2022
Q3 		$2.41M Sell
19,871
-251
-1% -$32.3K 0.36% 64
2022
Q2 		$2.58M Sell
20,122
-1,585
-7% -$208K 0.36% 58
2022
Q1 		$2.97M Sell
21,707
-1,948
-8% -$258K 0.36% 60
2021
Q4 		$3.33M Sell
23,655
-735
-3% -$97.6K 0.38% 65
2021
Q3 		$3.1M Sell
24,390
-2,530
-9% -$334K 0.38% 65
2021
Q2 		$3.39M Sell
26,920
-15,507
-37% -$1.9M 0.41% 63
2021
Q1 		$4.95M Sell
42,427
-43,842
-51% -$5.06M 0.64% 52
2020
Q4 		$9.79M Sell
86,269
-17,482
-17% -$1.91M 1.3% 26
2020
Q3 		$10.9M Buy
103,751
+31
+0% +$3.26K 1.6% 16
2020
Q2 		$10.4M Buy
103,720
+2,196
+2% +$217K 1.64% 15
2020
Q1 		$8.99M Buy
101,524
+767
+0.8% +$74.5K 1.71% 13
2019
Q4 		$10.3M Sell
100,757
-14,133
-12% -$1.36M 1.57% 18
2019
Q3 		$10.4M Sell
114,890
-274
-0.2% -$25K 1.5% 17
2019
Q2 		$10.7M Buy
115,164
+30,290
+36% +$2.72M 1.61% 15
2019
Q1 		$7.79M Buy
84,874
+9,827
+13% +$886K 1.19% 27
2018
Q4 		$6.49M Buy
75,047
+2,578
+4% +$233K 1.09% 33
2018
Q3 		$6.89M Buy
72,469
+27,403
+61% +$2.48M 1.01% 43
2018
Q2 		$3.76M Buy
45,066
+3,039
+7% +$252K 0.59% 60
2018
Q1 		$3.42M Buy
42,027
+5,425
+15% +$462K 0.58% 55
2017
Q4 		$3.03M Buy
36,602
+8,356
+30% +$689K 0.48% 66
2017
Q3 		$2.31M Buy
28,246
+21,970
+350% +$1.76M 0.43% 64
2017
Q2 		$497K Buy
+6,276
New +$478K 0.09% 122
2015
Q3 		– Sell
-3,488
Closed -$259K – 203
2015
Q2 		$259K Buy
3,488
+190
+6% +$14.1K 0.07% 141
2015
Q1 		$239K Buy
+3,298
New +$235K 0.06% 147

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

1834 Investment Advisors's XLV Position: Q2 2026 in Review

1834 Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 9,590 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #106.

1834 Investment Advisors first reported a position in XLV in Q1 2015 and has held it in 39 quarters since. The position peaked at $10.9M in Q3 2020. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • 1834 Investment Advisors held 9,590 shares of State Street Health Care Select Sector SPDR ETF worth $1.52M as of Q2 2026.
  • 1834 Investment Advisors 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 0.17% of 1834 Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • 1834 Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 39 quarters since.
  • 1834 Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $10.9M in Q3 2020.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.