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

Calamos 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	$730K	Buy	4,600 +639	+16%	+$95.1K	0.02%	261
2026 Q1	$581K	Hold	3,961	–	–	0.02%	284
2025 Q4	$613K	Buy	3,961 +1,219	+44%	+$183K	0.02%	250
2025 Q3	$382K	Sell	2,742 -41	-1%	-$5.55K	0.01%	300
2025 Q2	$375K	Hold	2,783	–	–	0.02%	265
2025 Q1	$406K	Buy	2,783 +1	+0%	+$145	0.02%	234
2024 Q4	$383K	Hold	2,782	–	–	0.02%	239
2024 Q3	$428K	Hold	2,782	–	–	0.02%	230
2024 Q2	$405K	Hold	2,782	–	–	0.02%	223
2024 Q1	$411K	Hold	2,782	–	–	0.02%	223
2023 Q4	$379K	Hold	2,782	–	–	0.02%	220
2023 Q3	$358K	Hold	2,782	–	–	0.03%	232
2023 Q2	$369K	Buy	2,782 +41	+1%	+$5.41K	0.03%	231
2023 Q1	$355K	Hold	2,741	–	–	0.03%	240
2022 Q4	$372K	Hold	2,741	–	–	0.03%	233
2022 Q3	$332K	Hold	2,741	–	–	0.03%	241
2022 Q2	$352K	Buy	2,741 +82	+3%	+$10.7K	0.03%	238
2022 Q1	$364K	Buy	+2,659	New	+$352K	0.03%	264
2021 Q4	–	Sell	-2,660	Closed	-$339K	–	342
2021 Q3	$339K	Hold	2,660	–	–	0.03%	266
2021 Q2	$335K	Buy	2,660 +66	+3%	+$8.09K	0.03%	276
2021 Q1	$303K	Buy	+2,594	New	+$299K	0.03%	265

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Calamos Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, buying an estimated $95.1K and bringing the position to 4,600 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #261.

Calamos Wealth Management first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Calamos Wealth Management held 4,600 shares of State Street Health Care Select Sector SPDR ETF worth $730K as of Q2 2026.
Calamos Wealth Management bought 639 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $95.1K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #261 holding.
Calamos Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.