COWA LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

COWA LLC’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 Q3	–	Sell	-1,429	Closed	-$227K	–	199
2026 Q2	$227K	Sell	1,429 -5,132	-78%	-$763K	0.06%	169
2026 Q1	$962K	Buy	6,561 +1,147	+21%	+$177K	0.26%	66
2025 Q4	$838K	Buy	5,414 +928	+21%	+$139K	0.25%	67
2025 Q3	$624K	Buy	4,486 +1,271	+40%	+$172K	0.21%	80
2025 Q2	$433K	Sell	3,215 -52	-2%	-$7.02K	0.17%	92
2025 Q1	$477K	Sell	3,267 -35	-1%	-$5.08K	0.2%	88
2024 Q4	$454K	Buy	+3,302	New	+$483K	0.21%	85

Other funds holding XLV

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

COWA LLC's XLV Position: Q3 2026 in Review

COWA LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026, closing a stake of 1,429 shares — an estimated $227K sold.

COWA LLC first reported a position in XLV in Q4 2024 and held it in 7 quarters. The position peaked at $962K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

COWA LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
COWA LLC sold 1,429 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $227K.
COWA LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 7 quarters.
COWA LLC's State Street Health Care Select Sector SPDR ETF position peaked at $962K in Q1 2026.
1,018 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.