C2C Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

C2C 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	$336K	Hold	2,118	–	–	0.26%	66
2026 Q1	$311K	Buy	2,118 +33	+2%	+$5.09K	0.26%	69
2025 Q4	$323K	Sell	2,085 -33	-2%	-$4.94K	0.27%	64
2025 Q3	$295K	Hold	2,118	–	–	0.25%	68
2025 Q2	$285K	Sell	2,118 -89	-4%	-$12K	0.26%	69
2025 Q1	$322K	Sell	2,207 -46	-2%	-$6.68K	0.3%	63
2024 Q4	$310K	Sell	2,253 -185	-8%	-$27.1K	0.29%	66
2024 Q3	$358K	Hold	2,438	–	–	0.33%	56
2024 Q2	$355K	Hold	2,438	–	–	0.35%	57
2024 Q1	$360K	Hold	2,438	–	–	0.36%	55
2023 Q4	$332K	Sell	2,438 -501	-17%	-$65.2K	0.28%	77
2023 Q3	$376K	Hold	2,939	–	–	0.05%	181
2023 Q2	$386K	Hold	2,939	–	–	0.05%	182
2023 Q1	$394K	Buy	2,939 +38	+1%	+$4.96K	0.06%	169
2022 Q4	$388K	Sell	2,901 -21	-0.7%	-$2.78K	0.07%	118
2022 Q3	$370K	Hold	2,922	–	–	0.07%	121
2022 Q2	$379K	Hold	2,922	–	–	0.07%	125
2022 Q1	$406K	Buy	2,922 +163	+6%	+$21.6K	0.07%	133
2021 Q4	$388K	Buy	+2,759	New	+$366K	0.06%	147

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

C2C Wealth Management's XLV Position: Q2 2026 in Review

C2C Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,118 shares worth $336K. The position accounts for 0.26% of the portfolio, ranked #66.

C2C Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q1 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

C2C Wealth Management held 2,118 shares of State Street Health Care Select Sector SPDR ETF worth $336K as of Q2 2026.
C2C Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.26% of C2C Wealth Management's portfolio in Q2 2026, its #66 holding.
C2C Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $406K in Q1 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.