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

Aspire Capital 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	$1.92M	Sell	12,108 -2,899	-19%	-$431K	0.37%	47
2026 Q1	$2.2M	Buy	+15,007	New	+$2.31M	0.5%	38
2025 Q3	–	Sell	-3,850	Closed	-$519K	–	119
2025 Q2	$519K	Sell	3,850 -30,652	-89%	-$4.14M	0.14%	58
2025 Q1	$5.04M	Sell	34,502 -17,472	-34%	-$2.54M	1.5%	17
2024 Q4	$7.15M	Sell	51,974 -35,295	-40%	-$5.16M	2.05%	14
2024 Q3	$13.4M	Buy	87,269 +2,857	+3%	+$433K	4.01%	8
2024 Q2	$12.3M	Sell	84,412 -8,959	-10%	-$1.29M	4.02%	8
2024 Q1	$13.8M	Buy	93,371 +24,748	+36%	+$3.55M	4.64%	6
2023 Q4	$9.36M	Sell	68,623 -15,988	-19%	-$2.08M	3.8%	8
2023 Q3	$10.9M	Buy	84,611 +7,503	+10%	+$996K	4.96%	6
2023 Q2	$10.2M	Buy	77,108 +3,240	+4%	+$427K	4.97%	6
2023 Q1	$9.56M	Buy	73,868 +3,339	+5%	+$436K	5.02%	6
2022 Q4	$9.58M	Buy	70,529 +52,790	+298%	+$7M	5.46%	5
2022 Q3	$2.15M	Buy	17,739 +992	+6%	+$128K	1.7%	18
2022 Q2	$2.15M	Buy	+16,747	New	+$2.2M	1.63%	16

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

Aspire Capital Advisors's XLV Position: Q2 2026 in Review

Aspire Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, selling an estimated $431K and leaving 12,108 shares worth $1.92M. The position accounts for 0.37% of the portfolio, ranked #47.

Aspire Capital Advisors first reported a position in XLV in Q2 2022 and has held it in 15 quarters since. The position peaked at $13.8M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Aspire Capital Advisors held 12,108 shares of State Street Health Care Select Sector SPDR ETF worth $1.92M as of Q2 2026.
Aspire Capital Advisors sold 2,899 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $431K.
State Street Health Care Select Sector SPDR ETF made up 0.37% of Aspire Capital Advisors's portfolio in Q2 2026, its #47 holding.
Aspire Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
Aspire Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $13.8M in Q1 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.