Diversify Advisory Services’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
Q1
Sell
-9,108
Closed -$1.42M 883
2025
Q4
$1.42M Buy
9,108
+732
+9% +$110K 0.04% 291
2025
Q3
$1.21M Sell
8,376
-2,206
-21% -$299K 0.04% 318
2025
Q2
$1.39M Sell
10,582
-162
-2% -$21.9K 0.05% 252
2025
Q1
$1.5M Sell
10,744
-4,793
-31% -$696K 0.09% 154
2024
Q4
$2.17M Sell
15,537
-11,567
-43% -$1.69M 0.12% 120
2024
Q3
$4.1M Sell
27,104
-17,899
-40% -$2.71M 0.22% 85
2024
Q2
$6.52M Sell
45,003
-82,134
-65% -$11.8M 0.36% 48
2024
Q1
$18.6M Buy
+127,137
New +$18.2M 1.1% 18

Other funds holding XLV

Diversify Advisory Services's XLV Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 9,108 shares — an estimated $1.42M sold.

Diversify Advisory Services first reported a position in XLV in Q1 2024 and held it in 8 quarters. The position peaked at $18.6M in Q1 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Diversify Advisory Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,108 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.42M.
  • Diversify Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $18.6M in Q1 2024.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.