Cove Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cove Private Wealth’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	$672K	Sell	4,233 -2,321	-35%	-$345K	0.13%	119
2026 Q1	$961K	Buy	6,554 +3,024	+86%	+$466K	0.22%	83
2025 Q4	$546K	Buy	3,530 +90	+3%	+$13.5K	0.16%	105
2025 Q3	$479K	Hold	3,440	–	–	0.15%	104
2025 Q2	$464K	Buy	3,440 +30	+0.9%	+$4.05K	0.16%	104
2025 Q1	$498K	Buy	3,410 +25	+0.7%	+$3.63K	0.26%	88
2024 Q4	$466K	Buy	+3,385	New	+$495K	0.28%	72

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cove Private Wealth's XLV Position: Q2 2026 in Review

Cove Private Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 35% in Q2 2026, selling an estimated $345K and leaving 4,233 shares worth $672K. The position accounts for 0.13% of the portfolio, ranked #119.

Cove Private Wealth first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $961K in Q1 2026. 856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cove Private Wealth held 4,233 shares of State Street Health Care Select Sector SPDR ETF worth $672K as of Q2 2026.
Cove Private Wealth sold 2,321 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $345K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Cove Private Wealth's portfolio in Q2 2026, its #119 holding.
Cove Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Cove Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $961K in Q1 2026.
856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.