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

Activest 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	$2.11M	Sell	13,317 -3,945	-23%	-$587K	0.41%	27
2026 Q1	$2.53M	Buy	17,262 +9,242	+115%	+$1.43M	0.44%	30
2025 Q4	$1.24M	Buy	8,020 +4,886	+156%	+$732K	0.23%	46
2025 Q3	$436K	Buy	3,134 +1,366	+77%	+$185K	0.09%	84
2025 Q2	$238K	Buy	1,768 +7	+0.4%	+$945	0.06%	90
2025 Q1	$257K	Sell	1,761 -6,758	-79%	-$982K	0.07%	82
2024 Q4	$1.17M	Sell	8,519 -6,149	-42%	-$900K	0.33%	39
2024 Q3	$2.26M	Sell	14,668 -240	-2%	-$36.4K	0.7%	21
2024 Q2	$2.17M	Sell	14,908 -4,046	-21%	-$580K	0.71%	19
2024 Q1	$2.8M	Sell	18,954 -3,470	-15%	-$498K	1.35%	11
2023 Q4	$3.06M	Sell	22,424 -39,153	-64%	-$5.09M	1.69%	9
2023 Q3	$7.93M	Buy	+61,577	New	+$8.18M	4.88%	6
2023 Q2	–	Sell	-74,055	Closed	-$9.51M	–	433
2023 Q1	$9.51M	Sell	74,055 -101,304	-58%	-$13.2M	6.1%	5
2022 Q4	$23.8M	Buy	175,359 +5,810	+3%	+$770K	7.04%	3
2022 Q3	$20.6M	Buy	169,549 +94,297	+125%	+$12.1M	6.65%	4
2022 Q2	$9.65M	Buy	75,252 +14,692	+24%	+$1.93M	6.81%	5
2022 Q1	$8.3M	Buy	60,560 +31,560	+109%	+$4.18M	5.34%	6
2021 Q4	$4.09M	Sell	29,000 -5,737	-17%	-$762K	2.53%	7
2021 Q3	$4.42M	Buy	34,737 +10,175	+41%	+$1.34M	2.94%	7
2021 Q2	$3.09M	Buy	24,562 +3,196	+15%	+$392K	2.32%	7
2021 Q1	$2.49M	Buy	+21,366	New	+$2.47M	2.04%	8

Other funds holding XLV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Activest Wealth Management's XLV Position: Q2 2026 in Review

Activest Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $587K and leaving 13,317 shares worth $2.11M. The position accounts for 0.41% of the portfolio, ranked #27.

Activest Wealth Management first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. The position peaked at $23.8M in Q4 2022. 693 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Activest Wealth Management held 13,317 shares of State Street Health Care Select Sector SPDR ETF worth $2.11M as of Q2 2026.
Activest Wealth Management sold 3,945 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $587K.
State Street Health Care Select Sector SPDR ETF made up 0.41% of Activest Wealth Management's portfolio in Q2 2026, its #27 holding.
Activest Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $23.8M in Q4 2022.
693 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.