Accredited Investors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$206K Sell
1,297
-800
-38% -$119K 0.01% 290
2026
Q1
$307K Buy
2,097
+800
+62% +$123K 0.02% 218
2025
Q4
$201K Buy
+1,297
New +$194K 0.01% 276
2024
Q4
Sell
-1,303
Closed -$201K 246
2024
Q3
$201K Sell
1,303
-354
-21% -$53.7K 0.01% 227
2024
Q2
$242K Buy
+1,657
New +$238K 0.02% 188

Other funds holding XLV

Accredited Investors's XLV Position: Q2 2026 in Review

Accredited Investors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q2 2026, selling an estimated $119K and leaving 1,297 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #290.

Accredited Investors first reported a position in XLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $307K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Accredited Investors held 1,297 shares of State Street Health Care Select Sector SPDR ETF worth $206K as of Q2 2026.
  • Accredited Investors sold 800 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $119K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #290 holding.
  • Accredited Investors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
  • Accredited Investors's State Street Health Care Select Sector SPDR ETF position peaked at $307K in Q1 2026.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.