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

Atticus 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	$1.29M	Sell	8,125 -614	-7%	-$91.3K	0.31%	55
2026 Q1	$1.28M	Sell	8,739 -197	-2%	-$30.4K	0.35%	53
2025 Q4	$1.38M	Buy	8,936 +526	+6%	+$78.8K	0.34%	51
2025 Q3	$1.17M	Sell	8,410 -228	-3%	-$30.9K	0.3%	53
2025 Q2	$1.16M	Buy	8,638 +179	+2%	+$24.2K	0.31%	45
2025 Q1	$1.24M	Sell	8,459 -2,111	-20%	-$307K	0.4%	40
2024 Q4	$1.45M	Sell	10,570 -18	-0.2%	-$2.63K	0.45%	35
2024 Q3	$1.63M	Buy	10,588 +31	+0.3%	+$4.7K	0.52%	33
2024 Q2	$1.54M	Sell	10,557 -1,792	-15%	-$257K	0.5%	32
2024 Q1	$1.82M	Sell	12,349 -579	-4%	-$83.1K	0.6%	30
2023 Q4	$1.76M	Sell	12,928 -5,215	-29%	-$678K	0.62%	28
2023 Q3	$2.34M	Sell	18,143 -699	-4%	-$92.8K	0.9%	20
2023 Q2	$2.5M	Sell	18,842 -2,232	-11%	-$294K	0.92%	20
2023 Q1	$2.73M	Sell	21,074 -26,801	-56%	-$3.5M	1.04%	19
2022 Q4	$6.5M	Buy	+47,875	New	+$6.34M	2.67%	6
2022 Q3	–	Sell	-45,245	Closed	-$5.8M	–	626
2022 Q2	$5.8M	Buy	45,245 +1,133	+3%	+$149K	2.41%	8
2022 Q1	$6.04M	Buy	44,112 +2,482	+6%	+$329K	2.21%	10
2021 Q4	$5.87M	Buy	41,630 +6,181	+17%	+$821K	2.29%	13
2021 Q3	$4.51M	Sell	35,449 -3,908	-10%	-$517K	1.98%	13
2021 Q2	$4.96M	Buy	39,357 +786	+2%	+$96.3K	2.16%	12
2021 Q1	$4.5M	Sell	38,571 -19,362	-33%	-$2.23M	2.14%	12
2020 Q4	$6.57M	Buy	57,933 +3,039	+6%	+$332K	3.31%	8
2020 Q3	$5.79M	Buy	54,894 +2,352	+4%	+$248K	3.45%	8
2020 Q2	$5.26M	Sell	52,542 -1,316	-2%	-$130K	3.47%	6
2020 Q1	$4.77M	Buy	53,858 +2,428	+5%	+$236K	3.85%	5
2019 Q4	$5.24M	Buy	+51,430	New	+$4.94M	3.34%	6

Other funds holding XLV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Atticus Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7% in Q2 2026, selling an estimated $91.3K and leaving 8,125 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #55.

Atticus Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.57M in Q4 2020. 738 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Atticus Wealth Management held 8,125 shares of State Street Health Care Select Sector SPDR ETF worth $1.29M as of Q2 2026.
Atticus Wealth Management sold 614 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $91.3K.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Atticus Wealth Management's portfolio in Q2 2026, its #55 holding.
Atticus Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Atticus Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.57M in Q4 2020.
738 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.