AAMA
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Advanced Asset Management Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advanced Asset Management Advisors’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 		$202K Buy
1,275
+37
+3% +$5.5K 0.05% 60
2026
Q1 		$182K Buy
1,238
+39
+3% +$6.02K 0.05% 59
2025
Q4 		$186K Sell
1,199
-976
-45% -$146K 0.05% 62
2025
Q3 		$303K Sell
2,175
-122
-5% -$16.5K 0.08% 53
2025
Q2 		$310K Sell
2,297
-317
-12% -$42.8K 0.08% 53
2025
Q1 		$382K Buy
2,614
+108
+4% +$15.7K 0.1% 52
2024
Q4 		$345K Sell
2,506
-548
-18% -$80.2K 0.09% 59
2024
Q3 		$445K Hold
3,054
– – 0.12% 52
2024
Q2 		$445K Sell
3,054
-87
-3% -$12.5K 0.12% 53
2024
Q1 		$464K Sell
3,141
-153
-5% -$21.9K 0.11% 54
2023
Q4 		$449K Buy
3,294
+43
+1% +$5.59K 0.11% 56
2023
Q3 		$419K Sell
3,251
-123
-4% -$16.3K 0.1% 60
2023
Q2 		$448K Buy
3,374
+137
+4% +$18.1K 0.1% 60
2023
Q1 		$419K Buy
3,237
+35
+1% +$4.57K 0.1% 60
2022
Q4 		$435K Buy
3,202
+47
+1% +$6.23K 0.11% 60
2022
Q3 		$382K Buy
3,155
+10
+0.3% +$1.29K 0.1% 60
2022
Q2 		$403K Sell
3,145
-318
-9% -$41.7K 0.1% 60
2022
Q1 		$474K Buy
3,463
+50
+1% +$6.62K 0.1% 59
2021
Q4 		$481K Buy
3,413
+523
+18% +$69.4K 0.1% 58
2021
Q3 		$368K Buy
2,890
+119
+4% +$15.7K 0.08% 65
2021
Q2 		$349K Buy
2,771
+16
+0.6% +$1.96K 0.07% 65
2021
Q1 		$322K Buy
2,755
+36
+1% +$4.16K 0.07% 69
2020
Q4 		$308K Buy
2,719
+135
+5% +$14.7K 0.07% 69
2020
Q3 		$273K Sell
2,584
-141
-5% -$14.8K 0.07% 69
2020
Q2 		$273K Sell
2,725
-1,170
-30% -$115K 0.08% 68
2020
Q1 		$345K Sell
3,895
-1,628
-29% -$158K 0.12% 75
2019
Q4 		$563K Buy
5,523
+1,787
+48% +$172K 0.17% 72
2019
Q3 		$337K Buy
3,736
+87
+2% +$7.94K 0.11% 81
2019
Q2 		$338K Sell
3,649
-284
-7% -$25.5K 0.12% 80
2019
Q1 		$361K Sell
3,933
-4,580
-54% -$413K 0.13% 90
2018
Q4 		$736K Buy
+8,513
New +$770K 0.24% 86
2018
Q3 		– Sell
-5,302
Closed -$443K – 127
2018
Q2 		$443K Sell
5,302
-851
-14% -$70.5K 0.14% 108
2018
Q1 		$501K Sell
6,153
-76
-1% -$6.47K 0.17% 101
2017
Q4 		$515K Buy
+6,229
New +$514K 0.17% 101

Other funds holding XLV

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advanced Asset Management Advisors's XLV Position: Q2 2026 in Review

Advanced Asset Management Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3% in Q2 2026, buying an estimated $5.5K and bringing the position to 1,275 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #60.

Advanced Asset Management Advisors first reported a position in XLV in Q4 2017 and has held it in 34 quarters since. The position peaked at $736K in Q4 2018. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Advanced Asset Management Advisors held 1,275 shares of State Street Health Care Select Sector SPDR ETF worth $202K as of Q2 2026.
  • Advanced Asset Management Advisors bought 37 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #60 holding.
  • Advanced Asset Management Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • Advanced Asset Management Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $736K in Q4 2018.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.