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Adamsbrown Wealth Consultants’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Adamsbrown Wealth Consultants’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 		$1.46M Buy
9,208
+58
+0.6% +$8.63K 0.28% 39
2026
Q1 		$1.34M Sell
9,150
-377
-4% -$58.2K 0.35% 36
2025
Q4 		$1.47M Sell
9,527
-130
-1% -$19.5K 0.41% 31
2025
Q3 		$1.34M Sell
9,657
-1,664
-15% -$225K 0.37% 34
2025
Q2 		$1.53M Sell
11,321
-2,351
-17% -$317K 0.44% 27
2025
Q1 		$2M Sell
13,672
-271
-2% -$39.4K 0.63% 23
2024
Q4 		$1.92M Sell
13,943
-24,807
-64% -$3.63M 0.65% 22
2024
Q3 		$5.97M Sell
38,750
-26,926
-41% -$4.08M 2.07% 14
2024
Q2 		$9.57M Buy
65,676
+3,314
+5% +$475K 3.73% 10
2024
Q1 		$9.21M Buy
62,362
+3,491
+6% +$501K 3.73% 10
2023
Q4 		$8.03M Buy
58,871
+12,090
+26% +$1.57M 3.49% 11
2023
Q3 		$6.02M Buy
46,781
+4,696
+11% +$623K 2.97% 11
2023
Q2 		$5.59M Buy
+42,085
New +$5.55M 2.95% 11

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Adamsbrown Wealth Consultants's XLV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.63% in Q2 2026, buying an estimated $8.63K and bringing the position to 9,208 shares worth $1.46M. The position accounts for 0.28% of the portfolio, ranked #39.

Adamsbrown Wealth Consultants first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.57M in Q2 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Adamsbrown Wealth Consultants held 9,208 shares of State Street Health Care Select Sector SPDR ETF worth $1.46M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 58 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.63K.
  • State Street Health Care Select Sector SPDR ETF made up 0.28% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #39 holding.
  • Adamsbrown Wealth Consultants first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Adamsbrown Wealth Consultants's State Street Health Care Select Sector SPDR ETF position peaked at $9.57M in Q2 2024.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.