Butensky & Cohen Financial Security’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Butensky & Cohen Financial Security’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	$3.42M	Buy	21,568 +1,024	+5%	+$152K	0.85%	61
2026 Q1	$3.01M	Buy	20,544 +172	+0.8%	+$26.5K	0.79%	66
2025 Q4	$3.15M	Buy	20,372 +313	+2%	+$46.9K	0.85%	59
2025 Q3	$2.79M	Buy	20,059 +884	+5%	+$120K	0.78%	62
2025 Q2	$2.58M	Buy	19,175 +1,720	+10%	+$232K	0.77%	65
2025 Q1	$2.55M	Buy	17,455 +597	+4%	+$86.7K	0.78%	65
2024 Q4	$2.32M	Buy	16,858 +834	+5%	+$122K	0.73%	67
2024 Q3	$2.47M	Sell	16,024 -226	-1%	-$34.3K	0.73%	67
2024 Q2	$2.37M	Buy	16,250 +412	+3%	+$59.1K	0.75%	67
2024 Q1	$2.34M	Buy	15,838 +122	+0.8%	+$17.5K	0.73%	66
2023 Q4	$2.14M	Buy	15,716 +196	+1%	+$25.5K	0.71%	66
2023 Q3	$2M	Sell	15,520 -101	-0.6%	-$13.4K	0.73%	66
2023 Q2	$2.07M	Buy	15,621 +353	+2%	+$46.5K	0.75%	66
2023 Q1	$1.98M	Sell	15,268 -82	-0.5%	-$10.7K	0.71%	66
2022 Q4	$2.09M	Buy	15,350 +80	+0.5%	+$10.6K	0.77%	65
2022 Q3	$1.85M	Buy	15,270 +258	+2%	+$33.2K	0.77%	67
2022 Q2	$1.93M	Buy	15,012 +602	+4%	+$78.9K	0.79%	67
2022 Q1	$1.97M	Buy	14,410 +381	+3%	+$50.4K	0.69%	73
2021 Q4	$1.98M	Buy	14,029 +757	+6%	+$101K	0.71%	72
2021 Q3	$1.69M	Buy	13,272 +49	+0.4%	+$6.48K	0.67%	73
2021 Q2	$1.67M	Buy	13,223 +410	+3%	+$50.2K	0.66%	73
2021 Q1	$1.5M	Buy	12,813 +687	+6%	+$79.3K	0.62%	73
2020 Q4	$1.38M	Buy	12,126 +450	+4%	+$49.1K	0.62%	73
2020 Q3	$1.23M	Buy	11,676 +144	+1%	+$15.2K	0.65%	73
2020 Q2	$1.15M	Buy	11,532 +753	+7%	+$74.3K	0.66%	72
2020 Q1	$955K	Buy	10,779 +321	+3%	+$31.2K	0.72%	66
2019 Q4	$1.06M	Buy	10,458 +194	+2%	+$18.7K	0.61%	71
2019 Q3	$925K	Buy	10,264 +765	+8%	+$69.8K	0.56%	72
2019 Q2	$880K	Buy	9,499 +483	+5%	+$43.4K	0.59%	72
2019 Q1	$827K	Buy	9,016 +670	+8%	+$60.4K	0.6%	72
2018 Q4	$722K	Buy	8,346 +35	+0.4%	+$3.17K	0.64%	68
2018 Q3	$791K	Buy	8,311 +391	+5%	+$35.3K	0.63%	68
2018 Q2	$661K	Buy	7,920 +921	+13%	+$76.3K	0.56%	71
2018 Q1	$570K	Buy	6,999 +439	+7%	+$37.4K	0.5%	70
2017 Q4	$542K	Buy	6,560 +800	+14%	+$66K	0.45%	71
2017 Q3	$471K	Buy	5,760 +848	+17%	+$68.1K	0.42%	70
2017 Q2	$389K	Buy	4,912 +434	+10%	+$33.1K	0.35%	73
2017 Q1	$333K	Buy	4,478 +388	+9%	+$28.3K	0.3%	74
2016 Q4	$282K	Buy	4,090 +435	+12%	+$30.2K	0.26%	74
2016 Q3	$264K	Buy	3,655 +585	+19%	+$43.1K	0.25%	74
2016 Q2	$220K	Buy	3,070 +90	+3%	+$6.34K	0.22%	73
2016 Q1	$202K	Buy	2,980 +440	+17%	+$29.5K	0.19%	73
2015 Q4	$183K	Buy	2,540 +130	+5%	+$9.19K	0.18%	74
2015 Q3	$160K	Buy	2,410 +297	+14%	+$21.7K	0.17%	73
2015 Q2	$157K	Buy	2,113 +235	+13%	+$17.4K	0.16%	75
2015 Q1	$136K	Buy	1,878 +159	+9%	+$11.3K	0.14%	78
2014 Q4	$118K	Buy	+1,719	New	+$115K	0.12%	78

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

Butensky & Cohen Financial Security's XLV Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5% in Q2 2026, buying an estimated $152K and bringing the position to 21,568 shares worth $3.42M. The position accounts for 0.85% of the portfolio, ranked #61.

Butensky & Cohen Financial Security first reported a position in XLV in Q4 2014 and has held it in 47 quarters since. 552 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Butensky & Cohen Financial Security held 21,568 shares of State Street Health Care Select Sector SPDR ETF worth $3.42M as of Q2 2026.
Butensky & Cohen Financial Security bought 1,024 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
State Street Health Care Select Sector SPDR ETF made up 0.85% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #61 holding.
Butensky & Cohen Financial Security first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
552 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.