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

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return