B. Riley Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

B. Riley Wealth 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	$1.17M	Sell	7,305 -1,227	-14%	-$183K	0.06%	278
2026 Q1	$1.23M	Sell	8,532 -8,075	-49%	-$1.25M	0.08%	252
2025 Q4	$2.57M	Buy	16,607 +7,461	+82%	+$1.12M	0.12%	172
2025 Q3	$1.27M	Sell	9,146 -1,420	-13%	-$192K	0.06%	295
2025 Q2	$1.42M	Buy	+10,566	New	+$1.43M	0.07%	271
2024 Q4	$10.2M	Sell	74,096 -51,321	-41%	-$7.51M	0.33%	63
2024 Q3	$19.1M	Buy	125,417 +17,482	+16%	+$2.65M	0.53%	27
2024 Q2	$15.7M	Buy	107,935 +22,044	+26%	+$3.16M	0.4%	43
2024 Q1	$11.1M	Sell	85,891 -9,629	-10%	-$1.38M	0.3%	69
2023 Q4	$13M	Buy	95,520 +9,629	+11%	+$1.25M	0.35%	52
2023 Q3	$11.1M	Sell	85,891 -5,430	-6%	-$721K	0.3%	69
2023 Q2	$12.1M	Sell	91,321 -7,750	-8%	-$1.02M	0.27%	77
2023 Q1	$12.8M	Buy	99,071 +15,810	+19%	+$2.07M	0.34%	60
2022 Q4	$11.3M	Buy	83,261 +1,990	+2%	+$264K	0.32%	71
2022 Q3	$9.84M	Buy	81,271 +14,951	+23%	+$1.93M	0.3%	75
2022 Q2	$8.51M	Sell	66,320 -366	-0.5%	-$48K	0.36%	59
2022 Q1	$9.14M	Sell	66,686 -3,795	-5%	-$502K	0.3%	68
2021 Q4	$9.93M	Buy	70,481 +4,983	+8%	+$662K	0.29%	74
2021 Q3	$8.34M	Sell	65,498 -1,977	-3%	-$261K	0.27%	74
2021 Q2	$8.5M	Buy	67,475 +2,964	+5%	+$363K	0.28%	75
2021 Q1	$7.53M	Buy	64,511 +38,814	+151%	+$4.48M	0.27%	83
2020 Q4	$2.92M	Sell	25,697 -1,785	-6%	-$195K	0.16%	149
2020 Q3	$2.88M	Sell	27,482 -1,035	-4%	-$109K	0.15%	153
2020 Q2	$2.85M	Buy	28,517 +3,620	+15%	+$357K	0.19%	127
2020 Q1	$2.21M	Buy	24,897 +647	+3%	+$62.9K	0.19%	128
2019 Q4	$2.47M	Buy	24,250 +772	+3%	+$74.2K	0.21%	108
2019 Q3	$2.12M	Buy	23,478 +1,933	+9%	+$176K	0.21%	105
2019 Q2	$2M	Sell	21,545 -475	-2%	-$42.7K	0.22%	94
2019 Q1	$2.02M	Sell	22,020 -4,065	-16%	-$367K	0.25%	91
2018 Q4	$2.26M	Buy	26,085 +1,631	+7%	+$148K	0.32%	67
2018 Q3	$2.33M	Buy	24,454 +2,424	+11%	+$219K	0.28%	75
2018 Q2	$1.84M	Buy	22,030 +2,240	+11%	+$186K	0.24%	97
2018 Q1	$1.61M	Sell	19,790 -5,035	-20%	-$429K	0.23%	112
2017 Q4	$2.05M	Sell	24,825 -871	-3%	-$71.8K	0.28%	98
2017 Q3	$2.1M	Sell	25,696 -472	-2%	-$37.9K	0.35%	75
2017 Q2	$2.08M	Buy	26,168 +682	+3%	+$52K	0.38%	63
2017 Q1	$1.9M	Sell	25,486 -119	-0.5%	-$8.67K	0.38%	65
2016 Q4	$1.77M	Sell	25,605 -1,170	-4%	-$81.2K	0.36%	74
2016 Q3	$1.5M	Sell	26,775 -3,219	-11%	-$237K	0.29%	80
2016 Q2	$1.54M	Buy	29,994 +471	+2%	+$33.2K	0.31%	75
2016 Q1	$1.35M	Buy	29,523 +685	+2%	+$45.9K	0.31%	80
2015 Q4	$2.08M	Sell	28,838 -2,934	-9%	-$207K	0.42%	57
2015 Q3	$2.11M	Buy	31,772 +3,039	+11%	+$222K	0.51%	38
2015 Q2	$2.15M	Sell	28,733 -17,257	-38%	-$1.28M	0.53%	37
2015 Q1	$3.33M	Sell	45,990 -7,568	-14%	-$540K	0.81%	16
2014 Q4	$13.8K	Buy	53,558 +41,643	+350%	+$2.79M	0.29%	60
2014 Q3	$762K	Sell	11,915 -14,880	-56%	-$932K	0.2%	138
2014 Q2	$817K	Buy	26,795 +12,783	+91%	+$751K	0.19%	114
2014 Q1	$820K	Sell	14,012 -161	-1%	-$9.28K	0.25%	95
2013 Q4	$786K	Buy	14,173 +754	+6%	+$40.3K	0.25%	94
2013 Q3	$679K	Sell	13,419 -4,334	-24%	-$218K	0.23%	105
2013 Q2	$845K	Buy	+17,753	New	+$850K	0.29%	76

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

WFA

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

B. Riley Wealth Advisors's XLV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, selling an estimated $183K and leaving 7,305 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #278.

B. Riley Wealth Advisors first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.1M in Q3 2024. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

B. Riley Wealth Advisors held 7,305 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q2 2026.
B. Riley Wealth Advisors sold 1,227 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $183K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #278 holding.
B. Riley Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $19.1M in Q3 2024.
415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.