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

Byrne 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	$303K	Buy	1,909 +146	+8%	+$21.7K	0.16%	109
2026 Q1	$258K	Sell	1,763 -9	-0.5%	-$1.39K	0.15%	110
2025 Q4	$274K	Buy	+1,772	New	+$265K	0.15%	108
2025 Q3	–	Hold	0	–	–	–	105
2025 Q2	–	Sell	-1,538	Closed	-$208K	–	106
2025 Q1	$225K	Buy	1,538 +176	+13%	+$25.6K	0.17%	103
2024 Q4	$187K	Buy	1,362 +56	+4%	+$8.2K	0.13%	112
2024 Q3	$201K	Buy	1,306 +2	+0.2%	+$303	0.14%	112
2024 Q2	$190K	Sell	1,304 -7	-0.5%	-$1K	0.14%	109
2024 Q1	$194K	Buy	1,311 +176	+16%	+$25.2K	0.13%	109
2023 Q4	$154K	Sell	1,135 -5	-0.4%	-$650	0.12%	121
2023 Q3	$147K	Buy	1,140 +104	+10%	+$13.8K	0.12%	119
2023 Q2	$138K	Sell	1,036 -38	-4%	-$5.01K	0.09%	167
2023 Q1	$139K	Buy	1,074 +55	+5%	+$7.18K	0.1%	152
2022 Q4	$138K	Sell	1,019 -30	-3%	-$3.98K	0.1%	150
2022 Q3	$127K	Sell	1,049 -14	-1%	-$1.8K	0.1%	139
2022 Q2	$136K	Sell	1,063 -30	-3%	-$3.93K	0.1%	125
2022 Q1	$150K	Buy	1,093 +134	+14%	+$17.7K	0.09%	131
2021 Q4	$135K	Buy	+959	New	+$127K	0.09%	138

Other funds holding XLV

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Byrne Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,909 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #109.

Byrne Asset Management first reported a position in XLV in Q4 2021 and has held it in 17 quarters since. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Byrne Asset Management held 1,909 shares of State Street Health Care Select Sector SPDR ETF worth $303K as of Q2 2026.
Byrne Asset Management bought 146 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Byrne Asset Management's portfolio in Q2 2026, its #109 holding.
Byrne Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.