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
Q2
$27.7M Buy
+169,666
New +$25.2M 0.46% 39
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: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 169,666 shares worth $27.7M. The stake represents 0.46% of the portfolio and ranks #39 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XLV as recently as Q4 2025.

Diversify Advisory Services first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Diversify Advisory Services held 169,666 shares of State Street Health Care Select Sector SPDR ETF worth $27.7M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Diversify Advisory Services position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.46% of Diversify Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Diversify Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.