Acima Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Acima Private Wealth’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	$829K	Hold	5,228	–	–	0.24%	59
2026 Q1	$766K	Hold	5,228	–	–	0.24%	60
2025 Q4	$809K	Sell	5,228 -3,487	-40%	-$522K	0.25%	58
2025 Q3	$1.21M	Hold	8,715	–	–	0.38%	44
2025 Q2	$1.17M	Hold	8,715	–	–	0.4%	45
2025 Q1	$1.27M	Sell	8,715 -800	-8%	-$116K	0.46%	43
2024 Q4	$1.31M	Hold	9,515	–	–	0.44%	43
2024 Q3	$1.47M	Hold	9,515	–	–	0.49%	42
2024 Q2	$1.39M	Hold	9,515	–	–	0.51%	41
2024 Q1	$1.41M	Hold	9,515	–	–	0.52%	42
2023 Q4	$1.3M	Hold	9,515	–	–	0.51%	42
2023 Q3	$1.22M	Hold	9,515	–	–	0.55%	44
2023 Q2	$1.26M	Hold	9,515	–	–	0.6%	45
2023 Q1	$1.23M	Hold	9,515	–	–	0.6%	43
2022 Q4	$1.29M	Hold	9,515	–	–	0.66%	38
2022 Q3	$1.15M	Hold	9,515	–	–	0.59%	43
2022 Q2	$1.22M	Hold	9,515	–	–	0.61%	43
2022 Q1	$1.3M	Sell	9,515 -2,000	-17%	-$265K	0.6%	47
2021 Q4	$1.62M	Hold	11,515	–	–	0.7%	41
2021 Q3	$1.47M	Hold	11,515	–	–	0.67%	43
2021 Q2	$1.45M	Hold	11,515	–	–	0.67%	44
2021 Q1	$1.34M	Hold	11,515	–	–	0.66%	46
2020 Q4	$1.31M	Hold	11,515	–	–	0.68%	45
2020 Q3	$1.22M	Sell	11,515 -15,882	-58%	-$1.67M	0.73%	41
2020 Q2	$2.74M	Hold	27,397	–	–	1.77%	17
2020 Q1	$2.43M	Sell	27,397 -7,239	-21%	-$703K	1.87%	17
2019 Q4	$3.53M	Buy	34,636 +370	+1%	+$35.6K	2.44%	7
2019 Q3	$3.09M	Buy	34,266 +101	+0.3%	+$9.22K	2.36%	7
2019 Q2	$3.17M	Hold	34,165	–	–	2.5%	7
2019 Q1	$3.13M	Hold	34,165	–	–	2.68%	7
2018 Q4	$2.96M	Buy	+34,165	New	+$3.09M	2.9%	6

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Acima Private Wealth's XLV Position: Q2 2026 in Review

Acima Private Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 5,228 shares worth $829K. The position accounts for 0.24% of the portfolio, ranked #59.

Acima Private Wealth first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.53M in Q4 2019. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Acima Private Wealth held 5,228 shares of State Street Health Care Select Sector SPDR ETF worth $829K as of Q2 2026.
Acima Private Wealth 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 0.24% of Acima Private Wealth's portfolio in Q2 2026, its #59 holding.
Acima Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $3.53M in Q4 2019.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.