AWM
XLV icon

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

Apollon 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 		$3.32M Sell
20,937
-2,873
-12% -$427K 0.04% 370
2026
Q1 		$3.49M Buy
23,810
+1,385
+6% +$214K 0.06% 266
2025
Q4 		$3.47M Buy
22,425
+2,069
+10% +$310K 0.06% 266
2025
Q3 		$2.83M Buy
20,356
+5,460
+37% +$739K 0.05% 311
2025
Q2 		$2.01M Sell
14,896
-622
-4% -$84K 0.04% 358
2025
Q1 		$2.27M Sell
15,518
-1,159
-7% -$168K 0.05% 304
2024
Q4 		$2.29M Buy
16,677
+1,443
+9% +$211K 0.05% 310
2024
Q3 		$2.35M Buy
15,234
+419
+3% +$63.5K 0.07% 268
2024
Q2 		$2.16M Sell
14,815
-1,884
-11% -$270K 0.07% 266
2024
Q1 		$2.47M Sell
16,699
-6,015
-26% -$863K 0.08% 234
2023
Q4 		$3.1M Sell
22,714
-473
-2% -$61.5K 0.11% 174
2023
Q3 		$2.99M Sell
23,187
-1,543
-6% -$205K 0.15% 131
2023
Q2 		$3.28M Buy
24,730
+9,473
+62% +$1.25M 0.16% 130
2023
Q1 		$1.98M Buy
15,257
+2,344
+18% +$306K 0.12% 180
2022
Q4 		$1.75M Buy
12,913
+254
+2% +$33.7K 0.12% 173
2022
Q3 		$1.53M Buy
12,659
+217
+2% +$28K 0.13% 173
2022
Q2 		$1.6M Buy
12,442
+273
+2% +$35.8K 0.13% 171
2022
Q1 		$1.67M Sell
12,169
-1,670
-12% -$221K 0.12% 183
2021
Q4 		$1.95M Buy
13,839
+11,627
+526% +$1.54M 0.15% 159
2021
Q3 		$282K Sell
2,212
-12
-0.5% -$1.59K 0.04% 362
2021
Q2 		$280K Sell
2,224
-120
-5% -$14.7K 0.05% 297
2021
Q1 		$274K Buy
2,344
+526
+29% +$60.7K 0.05% 282
2020
Q4 		$206K Buy
+1,818
New +$198K 0.06% 184
2020
Q3 		– Sell
-921
Closed -$92K – 703
2020
Q2 		$92K Buy
+921
New +$90.9K 0.05% 178

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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

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

Apollon Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $427K and leaving 20,937 shares worth $3.32M. The position accounts for 0.04% of the portfolio, ranked #370.

Apollon Wealth Management first reported a position in XLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.49M in Q1 2026. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Apollon Wealth Management held 20,937 shares of State Street Health Care Select Sector SPDR ETF worth $3.32M as of Q2 2026.
  • Apollon Wealth Management sold 2,873 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $427K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Apollon Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.49M in Q1 2026.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.