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Belpointe Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Belpointe Asset 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 		$3.49M Buy
21,971
+290
+1% +$43.1K 0.11% 166
2026
Q1 		$3.18M Sell
21,681
-3,209
-13% -$495K 0.12% 167
2025
Q4 		$3.85M Buy
24,890
+1,983
+9% +$297K 0.14% 124
2025
Q3 		$3.19M Sell
22,907
-1,845
-7% -$250K 0.12% 141
2025
Q2 		$3.34M Sell
24,752
-1,567
-6% -$212K 0.14% 129
2025
Q1 		$3.84M Buy
26,319
+3,461
+15% +$503K 0.2% 96
2024
Q4 		$3.59M Buy
22,858
+723
+3% +$106K 0.22% 92
2024
Q3 		$3.41M Buy
22,135
+4,578
+26% +$694K 0.2% 96
2024
Q2 		$2.56M Sell
17,557
-2,434
-12% -$349K 0.18% 110
2024
Q1 		$2.95M Buy
19,991
+529
+3% +$75.9K 0.22% 101
2023
Q4 		$2.65M Buy
19,462
+9,917
+104% +$1.29M 0.23% 82
2023
Q3 		$1.23M Sell
9,545
-16,806
-64% -$2.23M 0.13% 165
2023
Q2 		$3.5M Buy
26,351
+3,492
+15% +$460K 0.37% 51
2023
Q1 		$2.96M Sell
22,859
-20,210
-47% -$2.64M 0.16% 125
2022
Q4 		$5.85M Buy
43,069
+19,624
+84% +$2.6M 0.35% 45
2022
Q3 		$2.84M Buy
23,445
+808
+4% +$104K 0.19% 102
2022
Q2 		$2.9M Sell
22,637
-5,466
-19% -$716K 0.19% 106
2022
Q1 		$3.85M Buy
28,103
+4,951
+21% +$655K 0.23% 78
2021
Q4 		$3.26M Sell
23,152
-41,548
-64% -$5.52M 0.2% 104
2021
Q3 		$8.23M Buy
64,700
+43,486
+205% +$5.75M 0.56% 24
2021
Q2 		$2.67M Buy
21,214
+4,995
+31% +$612K 0.19% 111
2021
Q1 		$1.89M Buy
16,219
+1,962
+14% +$226K 0.16% 139
2020
Q4 		$1.62M Buy
14,257
+2,202
+18% +$240K 0.15% 157
2020
Q3 		$1.27M Sell
12,055
-817
-6% -$86K 0.14% 160
2020
Q2 		$1.29M Buy
12,872
+1,698
+15% +$168K 0.17% 126
2020
Q1 		$990K Sell
11,174
-3,968
-26% -$385K 0.17% 132
2019
Q4 		$1.54M Sell
15,142
-5,346
-26% -$514K 0.2% 120
2019
Q3 		$1.85M Buy
20,488
+4,261
+26% +$389K 0.3% 79
2019
Q2 		$1.5M Sell
16,227
-132,699
-89% -$11.9M 0.3% 76
2019
Q1 		$8.67M Buy
148,926
+132,220
+791% +$11.9M 1.69% 11
2018
Q4 		$1.45M Buy
16,706
+1,796
+12% +$163K 0.37% 57
2018
Q3 		$1.42M Buy
14,910
+5,572
+60% +$503K 0.22% 81
2018
Q2 		$779K Buy
9,338
+989
+12% +$82K 0.22% 94
2018
Q1 		$680K Sell
8,349
-827
-9% -$70.4K 0.2% 100
2017
Q4 		$759K Buy
9,176
+1,588
+21% +$131K 0.17% 135
2017
Q3 		$620K Buy
+7,588
New +$609K 0.15% 150

Other funds holding XLV

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Belpointe Asset Management's XLV Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q2 2026, buying an estimated $43.1K and bringing the position to 21,971 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #166.

Belpointe Asset Management first reported a position in XLV in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.67M in Q1 2019. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Belpointe Asset Management held 21,971 shares of State Street Health Care Select Sector SPDR ETF worth $3.49M as of Q2 2026.
  • Belpointe Asset Management bought 290 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $43.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of Belpointe Asset Management's portfolio in Q2 2026, its #166 holding.
  • Belpointe Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
  • Belpointe Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.67M in Q1 2019.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.