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

Brave 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	$14.4M	Buy	90,815 +3,300	+4%	+$491K	3.08%	11
2026 Q1	$12.8M	Buy	87,515 +1,378	+2%	+$213K	3.01%	12
2025 Q4	$13.3M	Buy	86,137 +981	+1%	+$147K	3.14%	12
2025 Q3	$11.8M	Buy	85,156 +212	+0.2%	+$28.7K	2.87%	12
2025 Q2	$11.5M	Sell	84,944 -247	-0.3%	-$33.4K	3.09%	11
2025 Q1	$12.4M	Sell	85,191 -40,578	-32%	-$5.89M	3.88%	8
2024 Q4	$17.3M	Sell	125,769 -83	-0.1%	-$12.1K	5.49%	7
2024 Q3	$19.4M	Sell	125,852 -121	-0.1%	-$18.3K	4.71%	7
2024 Q2	$18.4M	Buy	125,973 +540	+0.4%	+$77.5K	4.68%	8
2024 Q1	$18.5M	Buy	125,433 +4,314	+4%	+$619K	4.81%	6
2023 Q4	$16.5M	Buy	121,119 +1,274	+1%	+$166K	4.65%	7
2023 Q3	$15.4M	Buy	119,845 +4,344	+4%	+$577K	4.71%	6
2023 Q2	$15.3M	Buy	115,501 +1,387	+1%	+$183K	4.49%	6
2023 Q1	$14.8M	Buy	114,114 +4,211	+4%	+$550K	4.68%	6
2022 Q4	$14.9M	Buy	109,903 +7,346	+7%	+$973K	5.05%	4
2022 Q3	$12.4M	Buy	102,557 +7,233	+8%	+$932K	6.31%	4
2022 Q2	$12.2M	Sell	95,324 -1,199	-1%	-$157K	5.47%	5
2022 Q1	$13.2M	Buy	96,523 +5,263	+6%	+$697K	4.55%	7
2021 Q4	$12.9M	Buy	91,260 +2,184	+2%	+$290K	3.52%	9
2021 Q3	$11.3M	Buy	89,076 +913	+1%	+$121K	3.28%	10
2021 Q2	$11.1M	Buy	88,163 +11,050	+14%	+$1.35M	3.27%	9
2021 Q1	$9M	Buy	77,113 +4,996	+7%	+$577K	3.04%	11
2020 Q4	$8.18M	Buy	72,117 +4,295	+6%	+$469K	3.11%	9
2020 Q3	$7.15M	Buy	67,822 +8,408	+14%	+$885K	3.39%	8
2020 Q2	$5.95M	Buy	59,414 +4,452	+8%	+$439K	3.11%	9
2020 Q1	$4.87M	Sell	54,962 -325	-0.6%	-$31.6K	3.04%	9
2019 Q4	$5.63M	Sell	55,287 -309	-0.6%	-$29.7K	2.92%	10
2019 Q3	$5.01M	Buy	55,596 +1,468	+3%	+$134K	2.88%	10
2019 Q2	$5.01M	Buy	54,128 +3,381	+7%	+$304K	2.82%	9
2019 Q1	$4.66M	Sell	50,747 -863	-2%	-$77.8K	2.6%	8
2018 Q4	$4.46M	Sell	51,610 -532	-1%	-$48.1K	3%	7
2018 Q3	$4.96M	Buy	52,142 +7,101	+16%	+$642K	2.55%	7
2018 Q2	$3.76M	Buy	45,041 +30,159	+203%	+$2.5M	2.18%	8
2018 Q1	$1.21M	Sell	14,882 -892	-6%	-$76K	0.73%	46
2017 Q4	$1.3M	Buy	+15,774	New	+$1.3M	0.68%	47
2017 Q2	–	Sell	-2,403	Closed	-$179K	–	182
2017 Q1	$179K	Sell	2,403 -750	-24%	-$54.7K	0.1%	128
2016 Q4	$217K	Buy	3,153 +100	+3%	+$6.94K	0.14%	124
2016 Q3	$220K	Hold	3,053	–	–	0.14%	119
2016 Q2	$219K	Hold	3,053	–	–	0.15%	124
2016 Q1	$207K	Hold	3,053	–	–	0.15%	128
2015 Q4	$220K	Buy	3,053 +34	+1%	+$2.4K	0.15%	123
2015 Q3	$200K	Hold	3,019	–	–	0.15%	126
2015 Q2	$225K	Hold	3,019	–	–	0.16%	123
2015 Q1	$219K	Sell	3,019 -9,846	-77%	-$702K	0.15%	118
2014 Q4	$880K	Sell	12,865 -4,754	-27%	-$318K	0.63%	51
2014 Q3	$1.13M	Hold	17,619	–	–	0.84%	36
2014 Q2	$1.07M	Hold	17,619	–	–	0.76%	42
2014 Q1	$1.03M	Buy	17,619 +300	+2%	+$17.3K	0.82%	40
2013 Q4	$960K	Buy	+17,319	New	+$926K	0.77%	43

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Brave Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.8% in Q2 2026, buying an estimated $491K and bringing the position to 90,815 shares worth $14.4M. The position accounts for 3.08% of the portfolio, ranked #11.

Brave Asset Management first reported a position in XLV in Q4 2013 and has held it in 49 quarters since. The position peaked at $19.4M in Q3 2024. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brave Asset Management held 90,815 shares of State Street Health Care Select Sector SPDR ETF worth $14.4M as of Q2 2026.
Brave Asset Management bought 3,300 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $491K.
State Street Health Care Select Sector SPDR ETF made up 3.08% of Brave Asset Management's portfolio in Q2 2026, its #11 holding.
Brave Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 49 quarters since.
Brave Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $19.4M in Q3 2024.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.