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

CMH 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 		$11.5M Buy
72,630
+1,419
+2% +$211K 1.76% 20
2026
Q1 		$10.4M Buy
71,211
+216
+0.3% +$33.3K 1.79% 17
2025
Q4 		$11M Sell
70,995
-1,149
-2% -$172K 2.35% 12
2025
Q3 		$10M Buy
72,144
+26,072
+57% +$3.53M 2.14% 17
2025
Q2 		$6.21M Buy
46,072
+747
+2% +$101K 1.45% 37
2025
Q1 		$6.62M Sell
45,325
-86
-0.2% -$12.5K 1.66% 29
2024
Q4 		$6.25M Buy
45,411
+1,517
+3% +$222K 1.43% 35
2024
Q3 		$6.76M Sell
43,894
-299
-0.7% -$45.3K 1.59% 31
2024
Q2 		$6.44M Buy
44,193
+1,058
+2% +$152K 1.59% 30
2024
Q1 		$6.37M Sell
43,135
-1,736
-4% -$249K 1.62% 30
2023
Q4 		$6.12M Buy
44,871
+1,044
+2% +$136K 1.48% 31
2023
Q3 		$5.64M Buy
43,827
+1,374
+3% +$182K 1.58% 28
2023
Q2 		$5.63M Buy
42,453
+1,539
+4% +$203K 1.52% 30
2023
Q1 		$5.3M Buy
40,914
+1,083
+3% +$141K 1.53% 27
2022
Q4 		$5.41M Sell
39,831
-118
-0.3% -$15.6K 1.74% 24
2022
Q3 		$4.84M Buy
39,949
+358
+0.9% +$46.1K 1.77% 21
2022
Q2 		$5.08M Buy
39,591
+2,174
+6% +$285K 1.84% 15
2022
Q1 		$5.13M Buy
37,417
+3,505
+10% +$464K 1.58% 24
2021
Q4 		$4.78M Sell
33,912
-1,308
-4% -$174K 1.44% 27
2021
Q3 		$4.48M Buy
35,220
+752
+2% +$99.4K 1.47% 27
2021
Q2 		$4.34M Sell
34,468
-24,931
-42% -$3.06M 1.45% 28
2021
Q1 		$6.93M Sell
59,399
-1,094
-2% -$126K 2.61% 13
2020
Q4 		$6.86M Sell
60,493
-955
-2% -$104K 2.51% 12
2020
Q3 		$6.48M Buy
61,448
+2,526
+4% +$266K 2.77% 9
2020
Q2 		$5.9M Buy
58,922
+225
+0.4% +$22.2K 2.82% 9
2020
Q1 		$5.2M Sell
58,697
-9,803
-14% -$952K 3.04% 8
2019
Q4 		$6.98M Buy
68,500
+370
+0.5% +$35.6K 3.58% 6
2019
Q3 		$6.14M Buy
68,130
+2,610
+4% +$238K 3.48% 5
2019
Q2 		$6.07M Sell
65,520
-2,040
-3% -$183K 3.56% 6
2019
Q1 		$6.2M Sell
67,560
-445
-0.7% -$40.1K 3.76% 5
2018
Q4 		$5.88M Sell
68,005
-2,065
-3% -$187K 3.55% 7
2018
Q3 		$6.7M Buy
70,070
+8,575
+14% +$775K 3.51% 7
2018
Q2 		$5.15M Buy
61,495
+4,645
+8% +$385K 2.94% 9
2018
Q1 		$4.52M Buy
56,850
+26,405
+87% +$2.25M 3.05% 10
2017
Q4 		$2.55M Sell
30,445
-860
-3% -$70.9K 1.68% 14
2017
Q3 		$2.58M Buy
31,305
+915
+3% +$73.5K 1.92% 13
2017
Q2 		$2.42M Sell
30,390
-125
-0.4% -$9.52K 1.93% 15
2017
Q1 		$2.26M Buy
30,515
+9,265
+44% +$675K 1.77% 19
2016
Q4 		$1.5M Buy
+21,250
New +$1.48M 1.31% 31

Other funds holding XLV

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CMH Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2% in Q2 2026, buying an estimated $211K and bringing the position to 72,630 shares worth $11.5M. The position accounts for 1.76% of the portfolio, ranked #20.

CMH Wealth Management first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • CMH Wealth Management held 72,630 shares of State Street Health Care Select Sector SPDR ETF worth $11.5M as of Q2 2026.
  • CMH Wealth Management bought 1,419 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $211K.
  • State Street Health Care Select Sector SPDR ETF made up 1.76% of CMH Wealth Management's portfolio in Q2 2026, its #20 holding.
  • CMH Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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