4A
XLV icon

4Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

4Wealth 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 		$1.47M Buy
9,142
+572
+7% +$85.1K 1.13% 24
2026
Q1 		$1.23M Buy
8,570
+696
+9% +$107K 1.05% 25
2025
Q4 		$1.22M Sell
7,874
-939
-11% -$141K 1.04% 25
2025
Q3 		$1.23M Sell
8,813
-209
-2% -$28.3K 1.1% 26
2025
Q2 		$1.22M Buy
9,022
+606
+7% +$81.8K 1.24% 21
2025
Q1 		$1.23M Sell
8,416
-1,716
-17% -$249K 1.34% 19
2024
Q4 		$1.39M Buy
+10,132
New +$1.48M 1.4% 17

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

4Wealth Advisors's XLV Position: Q2 2026 in Review

4Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.7% in Q2 2026, buying an estimated $85.1K and bringing the position to 9,142 shares worth $1.47M. The position accounts for 1.13% of the portfolio, ranked #24.

4Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • 4Wealth Advisors held 9,142 shares of State Street Health Care Select Sector SPDR ETF worth $1.47M as of Q2 2026.
  • 4Wealth Advisors bought 572 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $85.1K.
  • State Street Health Care Select Sector SPDR ETF made up 1.13% of 4Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • 4Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.