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

BNC 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 		$3.99M Buy
+25,135
New +$3.74M 0.96% 40
2024
Q3 		– Sell
-1,711
Closed -$249K – 114
2024
Q2 		$249K Sell
1,711
-3,737
-69% -$536K 0.09% 86
2024
Q1 		$805K Sell
5,448
-764
-12% -$110K 0.34% 57
2023
Q4 		$847K Sell
6,212
-3,654
-37% -$475K 0.4% 55
2023
Q3 		$1.27M Buy
9,866
+3,895
+65% +$517K 0.68% 45
2023
Q2 		$793K Sell
5,971
-11,039
-65% -$1.46M 0.42% 57
2023
Q1 		$2.2M Buy
17,010
+775
+5% +$101K 1.23% 30
2022
Q4 		$2.21M Buy
16,235
+1,748
+12% +$232K 1.3% 28
2022
Q3 		$1.75M Buy
14,487
+4,873
+51% +$628K 1.06% 32
2022
Q2 		$1.23M Buy
9,614
+3,454
+56% +$453K 0.64% 49
2022
Q1 		$844K Buy
+6,160
New +$816K 0.42% 58

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

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

BNC Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 25,135 shares worth $3.99M. The stake represents 0.96% of the portfolio and ranks #40 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in XLV as recently as Q2 2024.

BNC Wealth Management first reported a position in XLV in Q1 2022 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • BNC Wealth Management held 25,135 shares of State Street Health Care Select Sector SPDR ETF worth $3.99M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new BNC Wealth Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.96% of BNC Wealth Management's portfolio in Q2 2026, its #40 holding.
  • BNC Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.