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

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

Collaborative Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 35% in Q2 2026, selling an estimated $213K and leaving 2,659 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #85.

Collaborative Wealth Management first reported a position in XLV in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

• Collaborative Wealth Management held 2,659 shares of State Street Health Care Select Sector SPDR ETF worth $422K as of Q2 2026.
• Collaborative Wealth Management sold 1,435 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $213K.
• State Street Health Care Select Sector SPDR ETF made up 0.18% of Collaborative Wealth Management's portfolio in Q2 2026, its #85 holding.
• Collaborative Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
• Collaborative Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.55M in Q4 2022.
• 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.