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

Beaird Harris 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 		$23.5K Hold
148
– – ﹤0.01% 324
2026
Q1 		$21.7K Hold
148
– – ﹤0.01% 309
2025
Q4 		$22.9K Hold
148
– – ﹤0.01% 325
2025
Q3 		$20.6K Hold
148
– – ﹤0.01% 328
2025
Q2 		$19.9K Hold
148
– – ﹤0.01% 332
2025
Q1 		$21.6K Hold
148
– – ﹤0.01% 305
2024
Q4 		$20.4K Hold
148
– – ﹤0.01% 304
2024
Q3 		$22.8K Hold
148
– – ﹤0.01% 282
2024
Q2 		$21.6K Buy
148
+132
+825% +$18.9K ﹤0.01% 297
2024
Q1 		$2.36K Buy
+16
New +$2.29K ﹤0.01% 451
2022
Q2 		– Sell
-26
Closed -$4K – 634
2022
Q1 		$4K Hold
26
– – ﹤0.01% 466
2021
Q4 		$4K Buy
+26
New +$3.45K ﹤0.01% 509

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
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
KL
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Beaird Harris Wealth Management's XLV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 148 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Beaird Harris Wealth Management first reported a position in XLV in Q4 2021 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Beaird Harris Wealth Management held 148 shares of State Street Health Care Select Sector SPDR ETF worth $23.5K as of Q2 2026.
  • Beaird Harris Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Beaird Harris Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.