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

Arkadios Wealth Advisors’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	$12.7M	Buy	79,762 +3,029	+4%	+$451K	0.19%	112
2026 Q1	$11.2M	Buy	76,733 +1,666	+2%	+$257K	0.18%	125
2025 Q4	$11.6M	Buy	75,067 +5,510	+8%	+$825K	0.23%	94
2025 Q3	$9.68M	Buy	69,557 +91	+0.1%	+$12.3K	0.23%	91
2025 Q2	$9.36M	Buy	69,466 +6,491	+10%	+$877K	0.28%	68
2025 Q1	$9.19M	Buy	62,975 +23,822	+61%	+$3.46M	0.35%	52
2024 Q4	$5.39M	Buy	39,153 +5,214	+15%	+$763K	0.29%	70
2024 Q3	$5.23M	Buy	33,939 +6,280	+23%	+$952K	0.3%	69
2024 Q2	$4.03M	Buy	27,659 +18,254	+194%	+$2.62M	0.27%	74
2024 Q1	$1.39M	Sell	9,405 -231	-2%	-$33.1K	0.11%	183
2023 Q4	$1.31M	Sell	9,636 -372	-4%	-$48.4K	0.11%	184
2023 Q3	$1.29M	Buy	10,008 +210	+2%	+$27.9K	0.12%	175
2023 Q2	$1.3M	Sell	9,798 -411	-4%	-$54.2K	0.15%	153
2023 Q1	$1.32M	Sell	10,209 -1,001	-9%	-$131K	0.16%	153
2022 Q4	$1.52M	Buy	11,210 +2,157	+24%	+$286K	0.2%	125
2022 Q3	$1.1M	Buy	9,053 +424	+5%	+$54.6K	0.17%	149
2022 Q2	$1.11M	Sell	8,629 -114	-1%	-$14.9K	0.16%	160
2022 Q1	$1.2M	Sell	8,743 -1,837	-17%	-$243K	0.16%	157
2021 Q4	$1.49M	Sell	10,580 -603	-5%	-$80.1K	0.2%	119
2021 Q3	$1.42M	Sell	11,183 -8,781	-44%	-$1.16M	0.21%	120
2021 Q2	$2.51M	Buy	19,964 +5,728	+40%	+$702K	0.31%	84
2021 Q1	$1.66M	Sell	14,236 -8,889	-38%	-$1.03M	0.27%	98
2020 Q4	$2.62M	Buy	23,125 +22,243	+2,522%	+$2.43M	0.55%	45
2020 Q3	$95.2K	Buy	882 +28	+3%	+$2.95K	0.05%	298
2020 Q2	$88.2K	Sell	854 -151	-15%	-$14.9K	0.05%	275
2020 Q1	$89K	Sell	1,005 -253	-20%	-$24.6K	0.06%	245
2019 Q4	$131K	Buy	+1,258	New	+$121K	0.08%	199

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q2 2026, buying an estimated $451K and bringing the position to 79,762 shares worth $12.7M. The position accounts for 0.19% of the portfolio, ranked #112.

Arkadios Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Arkadios Wealth Advisors held 79,762 shares of State Street Health Care Select Sector SPDR ETF worth $12.7M as of Q2 2026.
Arkadios Wealth Advisors bought 3,029 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $451K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Arkadios Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.