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

Axxcess 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 		$5.19M Sell
32,730
-1,825
-5% -$272K 0.08% 218
2026
Q1 		$5.07M Buy
34,555
+2,871
+9% +$443K 0.16% 116
2025
Q4 		$4.9M Buy
31,684
+22,410
+242% +$3.36M 0.08% 215
2025
Q3 		$1.29M Buy
9,274
+5,059
+120% +$685K 0.03% 399
2025
Q2 		$568K Sell
4,215
-10,325
-71% -$1.39M 0.01% 558
2025
Q1 		$2.12M Sell
14,540
-521
-3% -$75.7K 0.06% 255
2024
Q4 		$2.07M Sell
15,061
-11,448
-43% -$1.68M 0.05% 263
2024
Q3 		$4.08M Buy
26,509
+912
+4% +$138K 0.1% 159
2024
Q2 		$3.73M Buy
25,597
+12,916
+102% +$1.85M 0.1% 164
2024
Q1 		$1.87M Buy
12,681
+7,722
+156% +$1.11M 0.05% 261
2023
Q4 		$676K Buy
+4,959
New +$645K 0.02% 444
2023
Q3 		– Sell
-2,784
Closed -$370K – 854
2023
Q2 		$370K Sell
2,784
-5,136
-65% -$677K 0.03% 407
2023
Q1 		$1.03M Sell
7,920
-4,755
-38% -$621K 0.08% 225
2022
Q4 		$1.72M Buy
12,675
+8,491
+203% +$1.13M 0.14% 142
2022
Q3 		$507K Sell
4,184
-4,689
-53% -$604K 0.05% 316
2022
Q2 		$1.14M Buy
8,873
+4,548
+105% +$596K 0.1% 171
2022
Q1 		$592K Sell
4,325
-3,251
-43% -$430K 0.05% 320
2021
Q4 		$1.07M Buy
+7,576
New +$1.01M 0.08% 199

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Axxcess Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.3% in Q2 2026, selling an estimated $272K and leaving 32,730 shares worth $5.19M. The position accounts for 0.08% of the portfolio, ranked #218.

Axxcess Wealth Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. 942 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Axxcess Wealth Management held 32,730 shares of State Street Health Care Select Sector SPDR ETF worth $5.19M as of Q2 2026.
  • Axxcess Wealth Management sold 1,825 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $272K.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Axxcess Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 942 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.