CWM
XLV icon

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

Chemistry 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 		$2.3M Sell
14,490
-66
-0.5% -$9.82K 0.37% 46
2026
Q1 		$2.13M Buy
14,556
+456
+3% +$70.3K 0.38% 41
2025
Q4 		$2.18M Buy
14,100
+185
+1% +$27.7K 0.41% 40
2025
Q3 		$1.94M Buy
13,915
+239
+2% +$32.3K 0.37% 44
2025
Q2 		$1.84M Sell
13,676
-139
-1% -$18.8K 0.4% 42
2025
Q1 		$2.02M Buy
13,815
+3,142
+29% +$456K 0.47% 37
2024
Q4 		$1.47M Sell
10,673
-947
-8% -$139K 0.34% 47
2024
Q3 		$1.79M Buy
11,620
+279
+2% +$42.3K 0.42% 39
2024
Q2 		$1.65M Buy
11,341
+1,271
+13% +$182K 0.43% 41
2024
Q1 		$1.49M Sell
10,070
-38
-0.4% -$5.45K 0.4% 43
2023
Q4 		$1.38M Buy
10,108
+304
+3% +$39.5K 0.42% 40
2023
Q3 		$1.26M Buy
9,804
+496
+5% +$65.9K 0.42% 40
2023
Q2 		$1.24M Buy
9,308
+336
+4% +$44.3K 0.4% 44
2023
Q1 		$1.16M Buy
8,972
+443
+5% +$57.9K 0.4% 44
2022
Q4 		$1.16M Buy
8,529
+309
+4% +$40.9K 0.45% 44
2022
Q3 		$996K Buy
8,220
+1,667
+25% +$215K 0.39% 45
2022
Q2 		$840K Buy
6,553
+1,351
+26% +$177K 0.32% 56
2022
Q1 		$713K Buy
+5,202
New +$689K 0.24% 66

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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
GC
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
KL
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

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

Chemistry Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.45% in Q2 2026, selling an estimated $9.82K and leaving 14,490 shares worth $2.3M. The position accounts for 0.37% of the portfolio, ranked #46.

Chemistry Wealth Management first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Chemistry Wealth Management held 14,490 shares of State Street Health Care Select Sector SPDR ETF worth $2.3M as of Q2 2026.
  • Chemistry Wealth Management sold 66 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.82K.
  • State Street Health Care Select Sector SPDR ETF made up 0.37% of Chemistry Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Chemistry Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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