American Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

American Financial 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	$26M	Buy	164,162 +3,662	+2%	+$545K	3.13%	12
2026 Q1	$23.5M	Sell	160,500 -3,784	-2%	-$584K	3.14%	13
2025 Q4	$25.4M	Sell	164,284 -721	-0.4%	-$108K	3.28%	11
2025 Q3	$23M	Buy	165,005 +19,651	+14%	+$2.66M	2.96%	13
2025 Q2	$19.6M	Sell	145,354 -1,919	-1%	-$259K	2.74%	14
2025 Q1	$21.5M	Sell	147,273 -3,700	-2%	-$538K	3.12%	13
2024 Q4	$20.8M	Sell	150,973 -926	-0.6%	-$136K	2.93%	14
2024 Q3	$23.4M	Sell	151,899 -3,026	-2%	-$459K	3.19%	13
2024 Q2	$22.6M	Buy	154,925 +11,559	+8%	+$1.66M	3.21%	12
2024 Q1	$21.2M	Buy	143,366 +1,832	+1%	+$263K	2.98%	14
2023 Q4	$19.3M	Sell	141,534 -571	-0.4%	-$74.3K	2.86%	14
2023 Q3	$18.3M	Buy	142,105 +16,181	+13%	+$2.15M	2.88%	15
2023 Q2	$16.7M	Buy	125,924 +97,399	+341%	+$12.8M	2.62%	15
2023 Q1	$3.69M	Buy	28,525 +3,886	+16%	+$508K	0.6%	28
2022 Q4	$3.35M	Buy	24,639 +2,965	+14%	+$393K	0.57%	30
2022 Q3	$2.63M	Buy	21,674 +575	+3%	+$74.1K	0.45%	34
2022 Q2	$2.71M	Buy	21,099 +1,348	+7%	+$177K	0.72%	21
2022 Q1	$2.71M	Sell	19,751 -64	-0.3%	-$8.47K	0.38%	38
2021 Q4	$2.79M	Sell	19,815 -224	-1%	-$29.7K	0.36%	38
2021 Q3	$2.55M	Sell	20,039 -709	-3%	-$93.7K	0.34%	38
2021 Q2	$2.61M	Sell	20,748 -563	-3%	-$69K	0.36%	38
2021 Q1	$2.49M	Sell	21,311 -1,395	-6%	-$161K	0.37%	39
2020 Q4	$2.58M	Sell	22,706 -2,359	-9%	-$258K	0.37%	38
2020 Q3	$2.64M	Buy	25,065 +287	+1%	+$30.2K	0.43%	38
2020 Q2	$2.6M	Buy	24,778 +1,924	+8%	+$190K	0.42%	38
2020 Q1	$2.32M	Sell	22,854 -18,389	-45%	-$1.79M	0.42%	38
2019 Q4	$3.68M	Buy	41,243 +11,698	+40%	+$1.12M	0.65%	33
2019 Q3	$2.66M	Buy	29,545 +2,882	+11%	+$263K	0.5%	33
2019 Q2	$2.47M	Buy	26,663 +896	+3%	+$80.6K	0.48%	33
2019 Q1	$2.36M	Sell	25,767 -154,559	-86%	-$13.9M	0.48%	35
2018 Q4	$15.6M	Buy	+180,326	New	+$16.3M	3.42%	11

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

American Financial Advisors's XLV Position: Q2 2026 in Review

American Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, buying an estimated $545K and bringing the position to 164,162 shares worth $26M. The position accounts for 3.13% of the portfolio, ranked #12.

American Financial Advisors first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

American Financial Advisors held 164,162 shares of State Street Health Care Select Sector SPDR ETF worth $26M as of Q2 2026.
American Financial Advisors bought 3,662 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $545K.
State Street Health Care Select Sector SPDR ETF made up 3.13% of American Financial Advisors's portfolio in Q2 2026, its #12 holding.
American Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.