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

Affinity 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	$341K	Buy	2,150 +70	+3%	+$10.4K	0.04%	84
2026 Q1	$305K	Buy	+2,080	New	+$321K	0.05%	77
2023 Q2	–	Sell	-2,994	Closed	-$388K	–	120
2023 Q1	$388K	Buy	2,994 +199	+7%	+$26K	0.09%	72
2022 Q4	$380K	Sell	2,795 -178	-6%	-$23.6K	0.09%	64
2022 Q3	$360K	Buy	+2,973	New	+$383K	0.09%	64
2017 Q3	$12.8M	Buy	156,256 +1,376	+0.9%	+$111K	7.82%	7
2017 Q2	$12.3M	Buy	154,880 +4,354	+3%	+$332K	7.78%	8
2017 Q1	$11.2M	Sell	150,526 -94,434	-39%	-$6.88M	6.25%	8
2016 Q4	$16.9M	Sell	244,960 -7,739	-3%	-$537K	9.55%	2
2016 Q3	$18.2M	Buy	252,699 +5,515	+2%	+$406K	11.85%	1
2016 Q2	$17.7M	Buy	247,184 +2,476	+1%	+$174K	12.08%	2
2016 Q1	$16.6M	Buy	244,708 +24,184	+11%	+$1.62M	10.19%	2
2015 Q4	$15.9M	Buy	+220,524	New	+$15.6M	10.45%	3

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

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

Affinity Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,150 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #84.

Affinity Wealth Management first reported a position in XLV in Q4 2015 and has held it in 13 quarters since. The position peaked at $18.2M in Q3 2016. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Affinity Wealth Management held 2,150 shares of State Street Health Care Select Sector SPDR ETF worth $341K as of Q2 2026.
Affinity Wealth Management bought 70 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #84 holding.
Affinity Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 13 quarters since.
Affinity Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $18.2M in Q3 2016.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.