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

Delos Wealth 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	$6.15M	Buy	38,756 +2,087	+6%	+$310K	3.15%	8
2026 Q1	$5.38M	Buy	36,669 +3,922	+12%	+$605K	3.08%	9
2025 Q4	$5.07M	Buy	32,747 +912	+3%	+$137K	3.34%	9
2025 Q3	$4.43M	Buy	31,835 +4,006	+14%	+$542K	2.98%	12
2025 Q2	$3.75M	Sell	27,829 -3,526	-11%	-$476K	2.92%	11
2025 Q1	$4.58M	Buy	31,355 +113	+0.4%	+$16.4K	3.62%	9
2024 Q4	$4.3M	Buy	31,242 +2,655	+9%	+$389K	3.42%	9
2024 Q3	$4.4M	Buy	28,587 +2,068	+8%	+$313K	3.84%	4
2024 Q2	$3.87M	Buy	26,519 +3,610	+16%	+$518K	3.73%	4
2024 Q1	$3.38M	Sell	22,909 -2,522	-10%	-$362K	3.8%	5
2023 Q4	$3.47M	Sell	25,431 -2,897	-10%	-$377K	5.03%	3
2023 Q3	$3.77M	Sell	28,328 -275	-1%	-$36.5K	4.57%	4
2023 Q2	$3.8M	Sell	28,603 -255	-0.9%	-$33.6K	4.84%	4
2023 Q1	$3.74M	Sell	28,858 -4,117	-12%	-$538K	4.73%	3
2022 Q4	$4.48M	Buy	32,975 +149	+0.5%	+$19.7K	6.91%	2
2022 Q3	$3.98M	Buy	32,826 +1,718	+6%	+$221K	4.76%	4
2022 Q2	$3.99M	Buy	31,108 +2,502	+9%	+$328K	4.46%	4
2022 Q1	$3.92M	Buy	28,606 +4,977	+21%	+$659K	3.86%	4
2021 Q4	$3.33M	Buy	23,629 +575	+2%	+$76.3K	3.17%	9
2021 Q3	$2.94M	Buy	23,054 +18,354	+391%	+$2.43M	3.23%	9
2021 Q2	$592K	Buy	+4,700	New	+$576K	0.74%	35

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

Delos Wealth Advisors's XLV Position: Q2 2026 in Review

Delos Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q2 2026, buying an estimated $310K and bringing the position to 38,756 shares worth $6.15M. The position accounts for 3.15% of the portfolio, ranked #8.

Delos Wealth Advisors first reported a position in XLV in Q2 2021 and has held it in 21 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Delos Wealth Advisors held 38,756 shares of State Street Health Care Select Sector SPDR ETF worth $6.15M as of Q2 2026.
Delos Wealth Advisors bought 2,087 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $310K.
State Street Health Care Select Sector SPDR ETF made up 3.15% of Delos Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Delos Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.