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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.76M Buy
23,669
+802
+4% +$119K 0.14% 75
2026
Q1
$3.35M Buy
22,867
+6,056
+36% +$934K 0.14% 74
2025
Q4
$2.6M Buy
16,811
+12,107
+257% +$1.81M 0.11% 84
2025
Q3
$655K Buy
+4,704
New +$637K 0.03% 197
2021
Q2
Sell
-5,260
Closed -$614K 228
2021
Q1
$614K Buy
5,260
+407
+8% +$47K 0.06% 90
2020
Q4
$551K Sell
4,853
-84
-2% -$9.17K 0.06% 104
2020
Q3
$521K Buy
+4,937
New +$520K 0.06% 117

Other funds holding XLV

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

Connecticut Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q2 2026, buying an estimated $119K and bringing the position to 23,669 shares worth $3.76M. The position accounts for 0.14% of the portfolio, ranked #75.

Connecticut Wealth Management first reported a position in XLV in Q3 2020 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Connecticut Wealth Management held 23,669 shares of State Street Health Care Select Sector SPDR ETF worth $3.76M as of Q2 2026.
  • Connecticut Wealth Management bought 802 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $119K.
  • State Street Health Care Select Sector SPDR ETF made up 0.14% of Connecticut Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Connecticut Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 7 quarters since.
  • 987 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.