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

BigSur 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	$7.65M	Buy	48,203 +4,414	+10%	+$657K	1.84%	12
2026 Q1	$6.42M	Sell	43,789 -2,510	-5%	-$387K	1.8%	12
2025 Q4	$7.17M	Buy	46,299 +7,939	+21%	+$1.19M	1.74%	14
2025 Q3	$5.34M	Sell	38,360 -2,000	-5%	-$271K	1.31%	17
2025 Q2	$5.44M	Buy	40,360 +27	+0.1%	+$3.65K	1.37%	18
2025 Q1	$5.89M	Buy	40,333 +5,050	+14%	+$734K	1.6%	13
2024 Q4	$4.85M	Sell	35,283 -3,780	-10%	-$553K	1.39%	18
2024 Q3	$6.02M	Buy	39,063 +4,460	+13%	+$676K	1.66%	12
2024 Q2	$5.04M	Sell	34,603 -3,557	-9%	-$510K	1.54%	14
2024 Q1	$5.64M	Buy	38,160 +20,710	+119%	+$2.97M	1.77%	11
2023 Q4	$2.38M	Buy	17,450 +1,500	+9%	+$195K	1.13%	24
2023 Q3	$2.05M	Buy	15,950 +400	+3%	+$53.1K	1.04%	27
2023 Q2	$2.06M	Sell	15,550 -1,000	-6%	-$132K	0.99%	27
2023 Q1	$2.14M	Sell	16,550 -3,290	-17%	-$430K	1.01%	29
2022 Q4	$2.7M	Buy	19,840 +300	+2%	+$39.8K	1.3%	19
2022 Q3	$2.37M	Sell	19,540 -4,018	-17%	-$518K	1.2%	24
2022 Q2	$3.02M	Buy	23,558 +1,800	+8%	+$236K	1.42%	15
2022 Q1	$2.98M	Buy	21,758 +1,588	+8%	+$210K	1.16%	25
2021 Q4	$2.84M	Hold	20,170	–	–	1.11%	26
2021 Q3	$2.57M	Hold	20,170	–	–	1.15%	24
2021 Q2	$2.54M	Hold	20,170	–	–	1.15%	25
2021 Q1	$2.35M	Buy	20,170 +1,200	+6%	+$139K	1.21%	23
2020 Q4	$2.15M	Hold	18,970	–	–	1.22%	23
2020 Q3	$2M	Buy	18,970 +6,050	+47%	+$637K	1.27%	21
2020 Q2	$1.29M	Hold	12,920	–	–	0.92%	28
2020 Q1	$1.14M	Buy	12,920 +1,800	+16%	+$175K	0.86%	27
2019 Q4	$1.14M	Hold	11,120	–	–	0.64%	41
2019 Q3	$1M	Hold	11,120	–	–	0.68%	40
2019 Q2	$1.03M	Hold	11,120	–	–	0.72%	37
2019 Q1	$1.02M	Hold	11,120	–	–	0.67%	38
2018 Q4	$962K	Hold	11,120	–	–	0.68%	33
2018 Q3	$1.06M	Hold	11,120	–	–	0.66%	33
2018 Q2	$928K	Hold	11,120	–	–	0.68%	29
2018 Q1	$905K	Hold	11,120	–	–	0.65%	31
2017 Q4	$919K	Sell	11,120 -220	-2%	-$18.1K	0.91%	23
2017 Q3	$927K	Hold	11,340	–	–	0.93%	25
2017 Q2	$903K	Hold	11,340	–	–	0.92%	24
2017 Q1	$857K	Buy	11,340 +5,040	+80%	+$367K	0.93%	23
2016 Q4	$434K	Buy	+6,300	New	+$437K	0.58%	46

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

AFA

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

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

BigSur Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $657K and bringing the position to 48,203 shares worth $7.65M. The position accounts for 1.84% of the portfolio, ranked #12.

BigSur Wealth Management first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. 476 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

BigSur Wealth Management held 48,203 shares of State Street Health Care Select Sector SPDR ETF worth $7.65M as of Q2 2026.
BigSur Wealth Management bought 4,414 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $657K.
State Street Health Care Select Sector SPDR ETF made up 1.84% of BigSur Wealth Management's portfolio in Q2 2026, its #12 holding.
BigSur Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
476 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.