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Cypress Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cypress Wealth Services’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 		$227K Sell
1,429
-87
-6% -$12.9K 0.03% 391
2026
Q1 		$222K Hold
1,516
– – 0.03% 360
2025
Q4 		$235K Buy
+1,516
New +$227K 0.03% 348
2021
Q2 		– Sell
-1,925
Closed -$225K – 312
2021
Q1 		$225K Sell
1,925
-122
-6% -$14.1K 0.05% 261
2020
Q4 		$232K Buy
+2,047
New +$223K 0.05% 250
2020
Q3 		– Sell
-2,047
Closed -$215K – 510
2020
Q2 		$205K Sell
2,047
-1,338
-40% -$132K 0.05% 252
2020
Q1 		$300K Sell
3,385
-1,472
-30% -$143K 0.09% 182
2019
Q4 		$495K Buy
4,857
+193
+4% +$18.6K 0.12% 136
2019
Q3 		$420K Buy
4,664
+161
+4% +$14.7K 0.12% 146
2019
Q2 		$417K Buy
4,503
+28
+0.6% +$2.52K 0.12% 147
2019
Q1 		$411K Buy
4,475
+863
+24% +$77.8K 0.13% 140
2018
Q4 		$312K Buy
3,612
+470
+15% +$42.5K 0.12% 147
2018
Q3 		$299K Sell
3,142
-6
-0.2% -$542 0.11% 166
2018
Q2 		$263K Buy
3,148
+429
+16% +$35.6K 0.1% 176
2018
Q1 		$221K Buy
2,719
+231
+9% +$19.7K 0.09% 173
2017
Q4 		$206K Buy
+2,488
New +$205K 0.09% 191

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Cypress Wealth Services's XLV Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q2 2026, selling an estimated $12.9K and leaving 1,429 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #391.

Cypress Wealth Services first reported a position in XLV in Q4 2017 and has held it in 16 quarters since. The position peaked at $495K in Q4 2019. 541 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Cypress Wealth Services held 1,429 shares of State Street Health Care Select Sector SPDR ETF worth $227K as of Q2 2026.
  • Cypress Wealth Services sold 87 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #391 holding.
  • Cypress Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 16 quarters since.
  • Cypress Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $495K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.