AWE
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Avidian Wealth Enterprises’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-100
Closed -$7K – 588
2021
Q4 		$7K Buy
+100
New +$13.3K ﹤0.01% 534
2020
Q3 		– Sell
-100
Closed -$1K – 312
2020
Q2 		$1K Buy
+100
New +$9.87K ﹤0.01% 262

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

Avidian Wealth Enterprises's XLV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.14% in Q2 2026, buying an estimated $744 and bringing the position to 3,529 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #451.

Avidian Wealth Enterprises first reported a position in XLV in Q4 2013 and has held it in 51 quarters since. The position peaked at $20.7M in Q2 2015. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Avidian Wealth Enterprises held 3,529 shares of State Street Health Care Select Sector SPDR ETF worth $560K as of Q2 2026.
  • Avidian Wealth Enterprises bought 5 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $744.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #451 holding.
  • Avidian Wealth Enterprises first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • Avidian Wealth Enterprises's State Street Health Care Select Sector SPDR ETF position peaked at $20.7M in Q2 2015.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.