CWC Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CWC Advisors’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	$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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

CWC Advisors's XLV Position: Q2 2026 in Review

CWC Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q2 2026, selling an estimated $97.9K and leaving 20,702 shares worth $3.28M. The position accounts for 1.46% of the portfolio, ranked #21.

CWC Advisors first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

CWC Advisors held 20,702 shares of State Street Health Care Select Sector SPDR ETF worth $3.28M as of Q2 2026.
CWC Advisors sold 658 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $97.9K.
State Street Health Care Select Sector SPDR ETF made up 1.46% of CWC Advisors's portfolio in Q2 2026, its #21 holding.
CWC Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.33M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.