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Coastwise Capital Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Coastwise Capital Group’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 		$286K Sell
1,801
-327
-15% -$48.6K 0.17% 115
2026
Q1 		$312K Sell
2,128
-2
-0.1% -$309 0.17% 104
2025
Q4 		$330K Buy
2,130
+8
+0.4% +$1.2K 0.16% 112
2025
Q3 		$295K Buy
2,122
+259
+14% +$35K 0.21% 99
2025
Q2 		$251K Buy
1,863
+8
+0.4% +$1.08K 0.2% 105
2025
Q1 		$271K Buy
1,855
+35
+2% +$5.08K 0.23% 103
2024
Q4 		$250K Buy
1,820
+265
+17% +$38.8K 0.2% 109
2024
Q3 		$240K Sell
1,555
-135
-8% -$20.5K 0.2% 114
2024
Q2 		$246K Buy
1,690
+5
+0.3% +$717 0.23% 96
2024
Q1 		$249K Sell
1,685
-196
-10% -$28.1K 0.23% 103
2023
Q4 		$257K Sell
1,881
-51
-3% -$6.63K 0.26% 91
2023
Q3 		$249K Sell
1,932
-95
-5% -$12.6K 0.29% 93
2023
Q2 		$269K Buy
2,027
+265
+15% +$34.9K 0.3% 89
2023
Q1 		$228K Buy
1,762
+4
+0.2% +$523 0.26% 97
2022
Q4 		$239K Buy
1,758
+5
+0.3% +$663 0.28% 94
2022
Q3 		$212K Sell
1,753
-293
-14% -$37.7K 0.33% 87
2022
Q2 		$262K Buy
+2,046
New +$268K 0.32% 85

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
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
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

Coastwise Capital Group's XLV Position: Q2 2026 in Review

Coastwise Capital Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, selling an estimated $48.6K and leaving 1,801 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #115.

Coastwise Capital Group first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $330K in Q4 2025. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Coastwise Capital Group held 1,801 shares of State Street Health Care Select Sector SPDR ETF worth $286K as of Q2 2026.
  • Coastwise Capital Group sold 327 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.17% of Coastwise Capital Group's portfolio in Q2 2026, its #115 holding.
  • Coastwise Capital Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Coastwise Capital Group's State Street Health Care Select Sector SPDR ETF position peaked at $330K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.