Boltwood Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Boltwood Capital 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	$3.2M	Buy	20,178 +756	+4%	+$112K	0.73%	37
2026 Q1	$2.85M	Buy	19,422 +646	+3%	+$99.6K	0.73%	36
2025 Q4	$2.91M	Buy	18,776 +237	+1%	+$35.5K	0.76%	35
2025 Q3	$2.58M	Buy	18,539 +522	+3%	+$70.6K	0.69%	41
2025 Q2	$2.43M	Sell	18,017 -139	-0.8%	-$18.8K	0.69%	40
2025 Q1	$2.65M	Sell	18,156 -65	-0.4%	-$9.44K	0.81%	34
2024 Q4	$2.51M	Sell	18,221 -101	-0.6%	-$14.8K	0.76%	34
2024 Q3	$2.82M	Sell	18,322 -1,000	-5%	-$152K	0.84%	31
2024 Q2	$2.82M	Sell	19,322 -1,071	-5%	-$154K	0.88%	30
2024 Q1	$3.01M	Sell	20,393 -508	-2%	-$72.9K	0.93%	32
2023 Q4	$2.85M	Buy	20,901 +61	+0.3%	+$7.93K	0.94%	28
2023 Q3	$2.68M	Sell	20,840 -350	-2%	-$46.5K	0.99%	26
2023 Q2	$2.81M	Buy	21,190 +117	+0.6%	+$15.4K	1.01%	24
2023 Q1	$2.73M	Sell	21,073 -119	-0.6%	-$15.5K	1.02%	26
2022 Q4	$2.88M	Buy	21,192 +844	+4%	+$112K	1.17%	23
2022 Q3	$2.46M	Buy	20,348 +850	+4%	+$109K	1.13%	21
2022 Q2	$2.5M	Sell	19,498 -8	-0%	-$1.05K	1.08%	25
2022 Q1	$2.67M	Sell	19,506 -245	-1%	-$32.4K	1.03%	29
2021 Q4	$2.78M	Buy	19,751 +930	+5%	+$123K	1.03%	29
2021 Q3	$2.4M	Buy	18,821 +378	+2%	+$50K	0.97%	31
2021 Q2	$2.32M	Buy	18,443 +749	+4%	+$91.8K	0.96%	32
2021 Q1	$2.07M	Sell	17,694 -2,152	-11%	-$248K	0.92%	31
2020 Q4	$2.25M	Sell	19,846 -1,284	-6%	-$140K	1.09%	30
2020 Q3	$2.23M	Sell	21,130 -100	-0.5%	-$10.5K	1.24%	23
2020 Q2	$2.12M	Sell	21,230 -1,240	-6%	-$122K	1.28%	25
2020 Q1	$1.99M	Sell	22,470 -1,964	-8%	-$191K	1.41%	20
2019 Q4	$2.49M	Buy	24,434 +860	+4%	+$82.7K	1.4%	20
2019 Q3	$2.13M	Buy	23,574 +160	+0.7%	+$14.6K	1.34%	24
2019 Q2	$2.17M	Sell	23,414 -4,631	-17%	-$416K	1.38%	24
2019 Q1	$2.57M	Sell	28,045 -8,512	-23%	-$767K	1.68%	16
2018 Q4	$3.16M	Buy	36,557 +21,087	+136%	+$1.91M	2.16%	9
2018 Q3	$1.47M	Buy	15,470 +571	+4%	+$51.6K	0.88%	33
2018 Q2	$1.24M	Sell	14,899 -120	-0.8%	-$9.95K	0.81%	41
2018 Q1	$1.22M	Buy	15,019 +92	+0.6%	+$7.84K	0.84%	42
2017 Q4	$1.23M	Buy	14,927 +775	+5%	+$63.9K	0.76%	42
2017 Q3	$1.16M	Sell	14,152 -125	-0.9%	-$10K	0.75%	44
2017 Q2	$1.13M	Buy	14,277 +2,625	+23%	+$200K	0.77%	43
2017 Q1	$866K	Buy	11,652 +772	+7%	+$56.3K	0.61%	57
2016 Q4	$750K	Sell	10,880 -50	-0.5%	-$3.47K	0.57%	59
2016 Q3	$788K	Buy	10,930 +150	+1%	+$11K	0.63%	55
2016 Q2	$773K	Buy	10,780 +735	+7%	+$51.8K	0.64%	56
2016 Q1	$681K	Sell	10,045 -120	-1%	-$8.04K	0.6%	59
2015 Q4	$732K	Buy	10,165 +815	+9%	+$57.6K	0.67%	48
2015 Q3	$619K	Sell	9,350 -50	-0.5%	-$3.65K	0.66%	51
2015 Q2	$699K	Sell	9,400 -13,350	-59%	-$989K	0.69%	49
2015 Q1	$1.65M	Sell	22,750 -350	-2%	-$25K	0.48%	44
2014 Q4	$1.58M	Buy	23,100 +17,325	+300%	+$1.16M	0.45%	45
2014 Q3	$369K	Buy	5,775 +2,475	+75%	+$155K	0.11%	82
2014 Q2	$201K	Buy	+3,300	New	+$194K	0.06%	89

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Boltwood Capital Management's XLV Position: Q2 2026 in Review

Boltwood Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q2 2026, buying an estimated $112K and bringing the position to 20,178 shares worth $3.2M. The position accounts for 0.73% of the portfolio, ranked #37.

Boltwood Capital Management first reported a position in XLV in Q2 2014 and has held it in 49 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Boltwood Capital Management held 20,178 shares of State Street Health Care Select Sector SPDR ETF worth $3.2M as of Q2 2026.
Boltwood Capital Management bought 756 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Health Care Select Sector SPDR ETF made up 0.73% of Boltwood Capital Management's portfolio in Q2 2026, its #37 holding.
Boltwood Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and has held it in 49 quarters since.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.