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Apella Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Apella Capital’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 		$3.5M Sell
21,312
-689
-3% -$103K 0.05% 205
2026
Q1 		$3.27M Buy
+22,001
New +$3.39M 0.05% 207

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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Apella Capital's XLV Position: Q2 2026 in Review

Apella Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q2 2026, selling an estimated $103K and leaving 21,312 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #205.

Apella Capital first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Apella Capital held 21,312 shares of State Street Health Care Select Sector SPDR ETF worth $3.5M as of Q2 2026.
  • Apella Capital sold 689 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #205 holding.
  • Apella Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.