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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$803K Buy
5,060
+2,474
+96% +$368K 0.14% 130
2026
Q1
$379K Sell
2,586
-1,694
-40% -$261K 0.08% 186
2025
Q4
$663K Buy
4,280
+2,462
+135% +$369K 0.07% 195
2025
Q3
$253K Sell
1,818
-2,192
-55% -$297K 0.06% 212
2025
Q2
$541K Sell
4,010
-70
-2% -$9.45K 0.12% 153
2025
Q1
$596K Buy
4,080
+1
+0% +$145 0.15% 127
2024
Q4
$561K Buy
4,079
+1
+0% +$146 0.14% 135
2024
Q3
$628K Buy
4,078
+208
+5% +$31.5K 0.27% 76
2024
Q2
$564K Sell
3,870
-319
-8% -$45.8K 0.27% 76
2024
Q1
$619K Buy
4,189
+923
+28% +$132K 0.2% 108
2023
Q4
$445K Buy
3,266
+1,087
+50% +$141K 0.16% 128
2023
Q3
$281K Buy
2,179
+60
+3% +$7.97K 0.12% 158
2023
Q2
$281K Sell
2,119
-1,034
-33% -$136K 0.21% 89
2023
Q1
$408K Buy
3,153
+92
+3% +$12K 0.18% 102
2022
Q4
$416K Buy
3,061
+1,353
+79% +$179K 0.17% 119
2022
Q3
$207K Buy
+1,708
New +$220K 0.1% 172

Other funds holding XLV

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

BCS Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 96% in Q2 2026, buying an estimated $368K and bringing the position to 5,060 shares worth $803K. The position accounts for 0.14% of the portfolio, ranked #130.

BCS Wealth Management first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • BCS Wealth Management held 5,060 shares of State Street Health Care Select Sector SPDR ETF worth $803K as of Q2 2026.
  • BCS Wealth Management bought 2,474 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $368K.
  • State Street Health Care Select Sector SPDR ETF made up 0.14% of BCS Wealth Management's portfolio in Q2 2026, its #130 holding.
  • BCS Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.