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

Archford Capital Strategies’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 		$750K Sell
4,727
-39
-0.8% -$5.8K 0.08% 197
2026
Q1 		$699K Sell
4,766
-16,099
-77% -$2.48M 0.08% 199
2025
Q4 		$3.23M Buy
20,865
+16,287
+356% +$2.44M 0.38% 60
2025
Q3 		$637K Buy
4,578
+3
+0.1% +$406 0.08% 207
2025
Q2 		$617K Sell
4,575
-42
-0.9% -$5.67K 0.08% 199
2025
Q1 		$674K Buy
4,617
+138
+3% +$20K 0.1% 182
2024
Q4 		$616K Sell
4,479
-70
-2% -$10.2K 0.09% 169
2024
Q3 		$704K Sell
4,549
-570
-11% -$86.4K 0.11% 152
2024
Q2 		$746K Sell
5,119
-11
-0.2% -$1.58K 0.12% 146
2024
Q1 		$758K Sell
5,130
-240
-4% -$34.4K 0.13% 143
2023
Q4 		$732K Sell
5,370
-36
-0.7% -$4.68K 0.13% 142
2023
Q3 		$696K Buy
5,406
+103
+2% +$13.7K 0.14% 156
2023
Q2 		$721K Hold
5,303
– – 0.14% 158
2023
Q1 		$706K Sell
5,303
-649
-11% -$84.8K 0.15% 159
2022
Q4 		$809K Sell
5,952
-64
-1% -$8.48K 0.19% 131
2022
Q3 		$729K Sell
6,016
-70
-1% -$9.02K 0.19% 125
2022
Q2 		$780K Buy
6,086
+63
+1% +$8.26K 0.2% 126
2022
Q1 		$826K Sell
6,023
-114
-2% -$15.1K 0.18% 136
2021
Q4 		$865K Buy
6,137
+26
+0.4% +$3.45K 0.2% 132
2021
Q3 		$778K Sell
6,111
-53
-0.9% -$7K 0.18% 140
2021
Q2 		$776K Sell
6,164
-240
-4% -$29.4K 0.19% 137
2021
Q1 		$772K Sell
6,404
-648
-9% -$74.8K 0.21% 131
2020
Q4 		$828K Sell
7,052
-904
-11% -$98.7K 0.19% 149
2020
Q3 		$839K Sell
7,956
-1,578
-17% -$166K 0.22% 130
2020
Q2 		$954K Sell
9,534
-35,312
-79% -$3.49M 0.28% 103
2020
Q1 		$3.97M Sell
44,846
-7,609
-15% -$739K 1.55% 12
2019
Q4 		$5.34M Sell
52,455
-7,176
-12% -$690K 1.84% 7
2019
Q3 		$5.38M Buy
59,631
+2,230
+4% +$204K 2.01% 6
2019
Q2 		$5.32M Sell
57,401
-657
-1% -$59.1K 1.94% 5
2019
Q1 		$5.33M Buy
58,058
+2,904
+5% +$262K 1.96% 5
2018
Q4 		$4.77M Sell
55,154
-472
-0.8% -$42.7K 1.92% 6
2018
Q3 		$5.29M Sell
55,626
-9,093
-14% -$821K 1.92% 6
2018
Q2 		$5.4M Sell
64,719
-8,937
-12% -$741K 1.9% 7
2018
Q1 		$6.09M Buy
73,656
+551
+0.8% +$46.9K 2.54% 4
2017
Q4 		$6.04M Sell
73,105
-3,011
-4% -$248K 2.25% 4
2017
Q3 		$6.22M Sell
76,116
-604
-0.8% -$48.5K 2.33% 4
2017
Q2 		$6.08M Sell
76,720
-75
-0.1% -$5.71K 2.4% 4
2017
Q1 		$5.71M Buy
76,795
+1,621
+2% +$118K 2.15% 4
2016
Q4 		$5.18M Sell
75,174
-155
-0.2% -$10.8K 2.18% 4
2016
Q3 		$5.43M Buy
75,329
+1,781
+2% +$131K 2.24% 5
2016
Q2 		$5.27M Buy
73,548
+805
+1% +$56.7K 2.77% 5
2016
Q1 		$4.93M Buy
72,743
+4,275
+6% +$286K 2.36% 5
2015
Q4 		$4.93M Buy
68,468
+2,247
+3% +$159K 2.24% 4
2015
Q3 		$4.39M Buy
66,221
+1,145
+2% +$83.7K 3.28% 5
2015
Q2 		$4.84M Buy
65,076
+1,321
+2% +$97.9K 3.45% 4
2015
Q1 		$4.62M Sell
63,755
-7,447
-10% -$531K 3.18% 5
2014
Q4 		$4.87M Buy
71,202
+2,816
+4% +$188K 3.58% 3
2014
Q3 		$4.37M Buy
68,386
+3,792
+6% +$237K 3.47% 3
2014
Q2 		$3.93M Buy
64,594
+8,669
+16% +$509K 3.04% 4
2014
Q1 		$3.27M Buy
+55,925
New +$3.22M 2.73% 4

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Archford Capital Strategies's XLV Position: Q2 2026 in Review

Archford Capital Strategies reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.82% in Q2 2026, selling an estimated $5.8K and leaving 4,727 shares worth $750K. The position accounts for 0.08% of the portfolio, ranked #197.

Archford Capital Strategies first reported a position in XLV in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.22M in Q3 2017. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Archford Capital Strategies held 4,727 shares of State Street Health Care Select Sector SPDR ETF worth $750K as of Q2 2026.
  • Archford Capital Strategies sold 39 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Archford Capital Strategies's portfolio in Q2 2026, its #197 holding.
  • Archford Capital Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $6.22M in Q3 2017.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.