AFS
XLV icon

Access Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Access Financial Services’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 		$677K Sell
4,269
-32
-0.7% -$4.76K 0.22% 59
2026
Q1 		$631K Sell
4,301
-555
-11% -$85.6K 0.22% 60
2025
Q4 		$752K Sell
4,856
-9,096
-65% -$1.36M 0.27% 59
2025
Q3 		$1.94M Sell
13,952
-311
-2% -$42.1K 0.7% 21
2025
Q2 		$1.92M Sell
14,263
-525
-4% -$70.9K 0.73% 21
2025
Q1 		$2.16M Sell
14,788
-497
-3% -$72.2K 0.87% 16
2024
Q4 		$2.1M Sell
15,285
-639
-4% -$93.5K 0.94% 21
2024
Q3 		$2.45M Sell
15,924
-71
-0.4% -$10.8K 1.13% 17
2024
Q2 		$2.33M Sell
15,995
-349
-2% -$50.1K 1.06% 16
2024
Q1 		$2.41M Buy
16,344
+619
+4% +$88.8K 1.08% 15
2023
Q4 		$2.14M Buy
15,725
+63
+0.4% +$8.2K 1.1% 16
2023
Q3 		$2.02M Buy
15,662
+35
+0.2% +$4.65K 1.21% 12
2023
Q2 		$2.07M Sell
15,627
-279
-2% -$36.8K 1.21% 13
2023
Q1 		$2.06M Sell
15,906
-1,348
-8% -$176K 1.25% 10
2022
Q4 		$2.34M Buy
17,254
+1,980
+13% +$262K 1.43% 11
2022
Q3 		$1.85M Buy
15,274
+3,391
+29% +$437K 1.2% 14
2022
Q2 		$1.52M Buy
11,883
+23
+0.2% +$3.02K 0.87% 25
2022
Q1 		$1.63M Buy
11,860
+155
+1% +$20.5K 0.77% 36
2021
Q4 		$1.65M Buy
11,705
+168
+1% +$22.3K 0.74% 43
2021
Q3 		$1.47M Buy
11,537
+6,980
+153% +$923K 0.66% 49
2021
Q2 		$574K Sell
4,557
-595
-12% -$72.9K 0.27% 86
2021
Q1 		$601K Sell
5,152
-18,132
-78% -$2.09M 0.28% 69
2020
Q4 		$2.64M Sell
23,284
-4,529
-16% -$494K 1.29% 12
2020
Q3 		$2.93M Sell
27,813
-470
-2% -$49.5K 1.58% 11
2020
Q2 		$2.83M Buy
28,283
+18,047
+176% +$1.78M 1.86% 8
2020
Q1 		$907K Sell
10,236
-7,689
-43% -$747K 0.72% 35
2019
Q4 		$1.83M Buy
17,925
+62
+0.3% +$5.96K 1.06% 26
2019
Q3 		$1.61M Buy
17,863
+578
+3% +$52.8K 1.15% 28
2019
Q2 		$1.6M Sell
17,285
-210
-1% -$18.9K 1.22% 27
2019
Q1 		$1.6M Sell
17,495
-424
-2% -$38.2K 1.26% 22
2018
Q4 		$1.55M Buy
17,919
+145
+0.8% +$13.1K 1.38% 17
2018
Q3 		$1.69M Sell
17,774
-3,032
-15% -$274K 1.16% 19
2018
Q2 		$1.74M Sell
20,806
-962
-4% -$79.7K 1.22% 16
2018
Q1 		$1.77M Sell
21,768
-729
-3% -$62.1K 1.3% 14
2017
Q4 		$1.86M Buy
22,497
+275
+1% +$22.7K 1.28% 15
2017
Q3 		$1.82M Sell
22,222
-949
-4% -$76.2K 1.39% 12
2017
Q2 		$1.84M Sell
23,171
-415
-2% -$31.6K 1.5% 13
2017
Q1 		$1.75M Sell
23,586
-230
-1% -$16.8K 1.48% 11
2016
Q4 		$1.64M Buy
+23,816
New +$1.65M 1.49% 8

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
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
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Access Financial Services's XLV Position: Q2 2026 in Review

Access Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.74% in Q2 2026, selling an estimated $4.76K and leaving 4,269 shares worth $677K. The position accounts for 0.22% of the portfolio, ranked #59.

Access Financial Services first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.93M in Q3 2020. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Access Financial Services held 4,269 shares of State Street Health Care Select Sector SPDR ETF worth $677K as of Q2 2026.
  • Access Financial Services sold 32 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.76K.
  • State Street Health Care Select Sector SPDR ETF made up 0.22% of Access Financial Services's portfolio in Q2 2026, its #59 holding.
  • Access Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $2.93M in Q3 2020.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.