Amplius Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259K Buy
1,634
+135
+9% +$20.1K 0.02% 178
2026
Q1
$220K Sell
1,499
-33
-2% -$5.09K 0.02% 164
2025
Q4
$237K Buy
+1,532
New +$229K 0.02% 159
2025
Q3
Sell
-1,555
Closed -$210K 208
2025
Q2
$210K Sell
1,555
-342
-18% -$46.2K 0.02% 196
2025
Q1
$277K Buy
1,897
+342
+22% +$49.7K 0.03% 144
2024
Q4
$214K Sell
1,555
-306
-16% -$44.8K 0.02% 167
2024
Q3
$287K Sell
1,861
-226
-11% -$34.3K 0.03% 136
2024
Q2
$304K Buy
2,087
+311
+18% +$44.6K 0.03% 128
2024
Q1
$262K Sell
1,776
-2,098
-54% -$301K 0.03% 145
2023
Q4
$528K Sell
3,874
-3,812
-50% -$496K 0.06% 94
2023
Q3
$989K Sell
7,686
-930
-11% -$123K 0.13% 67
2023
Q2
$1.14M Sell
8,616
-542
-6% -$71.4K 0.15% 63
2023
Q1
$1.19M Buy
9,158
+189
+2% +$24.7K 0.17% 63
2022
Q4
$1.22M Buy
8,969
+3,111
+53% +$412K 0.19% 61
2022
Q3
$709K Sell
5,858
-529
-8% -$68.1K 0.13% 69
2022
Q2
$819K Buy
6,387
+4,742
+288% +$622K 0.13% 65
2022
Q1
$225K Buy
1,645
+33
+2% +$4.37K 0.03% 160
2021
Q4
$227K Buy
+1,612
New +$214K 0.03% 173

Other funds holding XLV

Amplius Wealth Advisors's XLV Position: Q2 2026 in Review

Amplius Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,634 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #178.

Amplius Wealth Advisors first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Amplius Wealth Advisors held 1,634 shares of State Street Health Care Select Sector SPDR ETF worth $259K as of Q2 2026.
  • Amplius Wealth Advisors bought 135 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $20.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Amplius Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.22M in Q4 2022.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.