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

Acorn Financial Advisory 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	$1.49M	Buy	9,387 +1,269	+16%	+$189K	0.2%	59
2026 Q1	$1.19M	Buy	8,118 +592	+8%	+$91.3K	0.16%	64
2025 Q4	$1.17M	Buy	7,526 +746	+11%	+$112K	0.17%	60
2025 Q3	$944K	Buy	6,780 +1,305	+24%	+$177K	0.14%	71
2025 Q2	$738K	Buy	5,475 +1,076	+24%	+$145K	0.12%	85
2025 Q1	$642K	Buy	4,399 +439	+11%	+$63.8K	0.12%	87
2024 Q4	$545K	Buy	3,960 +323	+9%	+$47.3K	0.09%	106
2024 Q3	$560K	Sell	3,637 -234	-6%	-$35.5K	0.1%	96
2024 Q2	$564K	Buy	3,871 +426	+12%	+$61.1K	0.11%	99
2024 Q1	$509K	Buy	3,445 +546	+19%	+$78.3K	0.1%	105
2023 Q4	$398K	Buy	2,899 +8	+0.3%	+$1.04K	0.07%	166
2023 Q3	$372K	Sell	2,891 -177	-6%	-$23.5K	0.07%	167
2023 Q2	$407K	Buy	3,068 +125	+4%	+$16.5K	0.07%	158
2023 Q1	$381K	Buy	2,943 +270	+10%	+$35.3K	0.07%	153
2022 Q4	$363K	Buy	2,673 +7	+0.3%	+$928	0.08%	154
2022 Q3	$323K	Buy	2,666 +110	+4%	+$14.2K	0.08%	164
2022 Q2	$328K	Hold	2,556	–	–	0.08%	161
2022 Q1	$351K	Hold	2,556	–	–	0.07%	169
2021 Q4	$360K	Hold	2,556	–	–	0.07%	164
2021 Q3	$325K	Hold	2,556	–	–	0.1%	167
2021 Q2	$322K	Buy	+2,556	New	+$313K	0.1%	189
2021 Q1	–	Sell	-2,164	Closed	-$245K	–	230
2020 Q4	$245K	Buy	2,164 +179	+9%	+$19.5K	0.1%	193
2020 Q3	$210K	Buy	+1,985	New	+$209K	0.11%	192

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 22.9% 1-Year Est. Return

HIIFS

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

Acorn Financial Advisory Services's XLV Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 9,387 shares worth $1.49M. The position accounts for 0.2% of the portfolio, ranked #59.

Acorn Financial Advisory Services first reported a position in XLV in Q3 2020 and has held it in 23 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Acorn Financial Advisory Services held 9,387 shares of State Street Health Care Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Acorn Financial Advisory Services bought 1,269 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #59 holding.
Acorn Financial Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.