AWM
XLV icon

Accel Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Accel Wealth Management’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 		$243K Buy
1,534
+4
+0.3% +$595 0.05% 258
2026
Q1 		$224K Buy
1,530
+51
+3% +$7.87K 0.06% 256
2025
Q4 		$229K Sell
1,479
-91
-6% -$13.6K 0.06% 251
2025
Q3 		$218K Buy
1,570
+57
+4% +$7.71K 0.06% 251
2025
Q2 		$204K Buy
+1,513
New +$204K 0.07% 252
2024
Q2 		– Sell
-1,424
Closed -$210K – 255
2024
Q1 		$210K Buy
+1,424
New +$204K 0.09% 207
2023
Q4 		– Sell
-2,017
Closed -$260K – 198
2023
Q3 		$260K Sell
2,017
-827
-29% -$110K 0.14% 136
2023
Q2 		$378K Sell
2,844
-578
-17% -$76.2K 0.21% 108
2023
Q1 		$443K Buy
3,422
+168
+5% +$21.9K 0.18% 128
2022
Q4 		$442K Buy
3,254
+493
+18% +$65.3K 0.21% 94
2022
Q3 		$349K Buy
2,761
+763
+38% +$98.3K 0.19% 110
2022
Q2 		$260K Buy
1,998
+1,769
+772% +$232K 0.15% 127
2022
Q1 		$32K Hold
229
– – 0.02% 457
2021
Q4 		$32K Hold
229
– – 0.02% 469
2021
Q3 		$29K Hold
229
– – 0.02% 432
2021
Q2 		$29K Hold
229
– – 0.02% 448
2021
Q1 		$27K Sell
229
-30
-12% -$3.46K 0.02% 437
2020
Q4 		$29K Buy
+259
New +$28.3K 0.03% 416

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return