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

Balance Wealth’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	$14.2M	Sell	89,514 -2,903	-3%	-$432K	3.78%	5
2026 Q1	$13.5M	Sell	92,417 -15,278	-14%	-$2.36M	4.21%	5
2025 Q4	$16.7M	Sell	107,695 -106,922	-50%	-$16M	5.35%	3
2025 Q3	$29.9M	Buy	+214,617	New	+$29M	7.38%	3

Other funds holding XLV

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

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

Balance Wealth's XLV Position: Q2 2026 in Review

Balance Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q2 2026, selling an estimated $432K and leaving 89,514 shares worth $14.2M. The position accounts for 3.78% of the portfolio, ranked #5.

Balance Wealth first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.9M in Q3 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Balance Wealth held 89,514 shares of State Street Health Care Select Sector SPDR ETF worth $14.2M as of Q2 2026.
Balance Wealth sold 2,903 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $432K.
State Street Health Care Select Sector SPDR ETF made up 3.78% of Balance Wealth's portfolio in Q2 2026, its #5 holding.
Balance Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Balance Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $29.9M in Q3 2025.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.