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

Atlas 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	$3.3M	Sell	20,788 -6,385	-23%	-$950K	0.36%	72
2026 Q1	$3.98M	Buy	27,173 +4,244	+19%	+$655K	0.46%	54
2025 Q4	$3.55M	Buy	+22,929	New	+$3.43M	0.4%	61
2025 Q2	$2.91M	Sell	21,591 -16,098	-43%	-$2.17M	0.36%	66
2025 Q1	$5.5M	Buy	37,689 +923	+3%	+$134K	0.69%	41
2024 Q4	$5.06M	Sell	36,766 -153	-0.4%	-$22.4K	0.64%	44
2024 Q3	$5.69M	Buy	36,919 +10,493	+40%	+$1.59M	0.87%	32
2024 Q2	$3.85M	Sell	26,426 -6,459	-20%	-$927K	0.5%	47
2024 Q1	$4.86M	Buy	32,885 +6,599	+25%	+$947K	0.76%	34
2023 Q4	$3.58M	Sell	26,286 -1,291	-5%	-$168K	0.52%	45
2023 Q3	$3.55M	Buy	27,577 +2,832	+11%	+$376K	0.58%	43
2023 Q2	$3.28M	Buy	24,745 +3,172	+15%	+$418K	0.5%	47
2023 Q1	$2.79M	Sell	21,573 -14,978	-41%	-$1.96M	0.44%	45
2022 Q4	$4.97M	Buy	36,551 +14,612	+67%	+$1.94M	0.83%	29
2022 Q3	$2.66M	Sell	21,939 -19,892	-48%	-$2.56M	0.48%	45
2022 Q2	$5.36M	Buy	41,831 +23,468	+128%	+$3.08M	0.91%	25
2022 Q1	$2.52M	Buy	18,363 +2,510	+16%	+$332K	0.39%	60
2021 Q4	$2.23M	Sell	15,853 -3,833	-19%	-$509K	0.33%	64
2021 Q3	$2.51M	Buy	19,686 +901	+5%	+$119K	0.4%	52
2021 Q2	$2.37M	Buy	18,785 +2,189	+13%	+$268K	0.4%	57
2021 Q1	$1.94M	Sell	16,596 -4,681	-22%	-$540K	0.38%	60
2020 Q4	$2.41M	Sell	21,277 -413	-2%	-$45.1K	0.51%	43
2020 Q3	$2.29M	Buy	21,690 +1,789	+9%	+$188K	0.54%	39
2020 Q2	$1.99M	Buy	19,901 +3,135	+19%	+$309K	0.47%	46
2020 Q1	$1.49M	Buy	16,766 +7,440	+80%	+$723K	0.44%	50
2019 Q4	$950K	Sell	9,326 -2,314	-20%	-$222K	0.24%	107
2019 Q3	$1.05M	Sell	11,640 -8,229	-41%	-$751K	0.32%	91
2019 Q2	$1.84M	Sell	19,869 -723	-4%	-$65K	0.6%	37
2019 Q1	$1.89M	Sell	20,592 -6,234	-23%	-$562K	0.68%	29
2018 Q4	$2.32M	Buy	26,826 +11,043	+70%	+$999K	0.93%	19
2018 Q3	$1.5M	Buy	15,783 +5,398	+52%	+$488K	0.5%	46
2018 Q2	$907K	Sell	10,385 -1,885	-15%	-$156K	0.32%	90
2018 Q1	$999K	Buy	+12,270	New	+$1.05M	0.31%	99

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

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

Atlas Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $950K and leaving 20,788 shares worth $3.3M. The position accounts for 0.36% of the portfolio, ranked #72.

Atlas Capital Advisors first reported a position in XLV in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.69M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Atlas Capital Advisors held 20,788 shares of State Street Health Care Select Sector SPDR ETF worth $3.3M as of Q2 2026.
Atlas Capital Advisors sold 6,385 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $950K.
State Street Health Care Select Sector SPDR ETF made up 0.36% of Atlas Capital Advisors's portfolio in Q2 2026, its #72 holding.
Atlas Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.69M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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