Angeles Wealth Management’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
$448K Buy
2,826
+1,118
+65% +$166K 0.02% 299
2026
Q1
$250K Sell
1,708
-300
-15% -$46.3K 0.01% 359
2025
Q4
$311K Buy
2,008
+1,708
+569% +$256K 0.02% 289
2025
Q3
$41.8K Sell
300
-52
-15% -$7.04K ﹤0.01% 377
2025
Q2
$47.4K Buy
352
+52
+17% +$7.02K ﹤0.01% 380
2025
Q1
$43.8K Hold
300
﹤0.01% 335
2024
Q4
$41.3K Sell
300
-1,100
-79% -$161K ﹤0.01% 344
2024
Q3
$216K Buy
+1,400
New +$212K 0.02% 250
2024
Q2
Sell
-24
Closed -$3.55K 324
2024
Q1
$3.55K Hold
24
﹤0.01% 288
2023
Q4
$3.27K Sell
24
-511
-96% -$66.5K ﹤0.01% 255
2023
Q3
$68.9K Buy
+535
New +$71K 0.01% 193

Other funds holding XLV

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

Angeles Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q2 2026, buying an estimated $166K and bringing the position to 2,826 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #299.

Angeles Wealth Management first reported a position in XLV in Q3 2023 and has held it in 11 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Angeles Wealth Management held 2,826 shares of State Street Health Care Select Sector SPDR ETF worth $448K as of Q2 2026.
  • Angeles Wealth Management bought 1,118 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Angeles Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.