CWC Advisors’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
Q3
$3.47M Sell
20,618
-84
-0.4% -$14K 1.62% 20
2026
Q2
$3.28M Sell
20,702
-658
-3% -$97.9K 1.46% 21
2026
Q1
$3.13M Sell
21,360
-134
-0.6% -$20.7K 1.49% 19
2025
Q4
$3.33M Sell
21,494
-48
-0.2% -$7.19K 1.61% 22
2025
Q3
$3M Buy
21,542
+807
+4% +$109K 1.47% 24
2025
Q2
$2.79M Buy
20,735
+667
+3% +$90.1K 1.44% 24
2025
Q1
$2.93M Buy
20,068
+7,072
+54% +$1.03M 1.67% 18
2024
Q4
$1.79M Buy
12,996
+490
+4% +$71.7K 1.78% 13
2024
Q3
$1.93M Buy
+12,506
New +$1.9M 1.9% 11

Other funds holding XLV

CWC Advisors's XLV Position: Q3 2026 in Review

CWC Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.41% in Q3 2026, selling an estimated $14K and leaving 20,618 shares worth $3.47M. The position accounts for 1.62% of the portfolio, ranked #20.

CWC Advisors first reported a position in XLV in Q3 2024 and has held it in 9 quarters since. 1,362 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • CWC Advisors held 20,618 shares of State Street Health Care Select Sector SPDR ETF worth $3.47M as of Q3 2026.
  • CWC Advisors sold 84 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $14K.
  • State Street Health Care Select Sector SPDR ETF made up 1.62% of CWC Advisors's portfolio in Q3 2026, its #20 holding.
  • CWC Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,362 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.