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

Doliver 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 		$1.66M Buy
10,473
+778
+8% +$116K 0.38% 45
2026
Q1 		$1.42M Buy
9,695
+1,141
+13% +$176K 0.32% 51
2025
Q4 		$1.32M Buy
8,554
+5,575
+187% +$835K 0.33% 59
2025
Q3 		$415K Hold
2,979
– – 0.11% 125
2025
Q2 		$402K Sell
2,979
-16
-0.5% -$2.16K 0.11% 123
2025
Q1 		$437K Buy
2,995
+164
+6% +$23.8K 0.12% 114
2024
Q4 		$389K Buy
2,831
+638
+29% +$93.4K 0.11% 117
2024
Q3 		$338K Sell
2,193
-57
-3% -$8.64K 0.09% 117
2024
Q2 		$328K Sell
2,250
-10
-0.4% -$1.43K 0.09% 114
2024
Q1 		$334K Buy
2,260
+15
+0.7% +$2.15K 0.09% 117
2023
Q4 		$306K Buy
+2,245
New +$292K 0.09% 123

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

Doliver Advisors's XLV Position: Q2 2026 in Review

Doliver Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8% in Q2 2026, buying an estimated $116K and bringing the position to 10,473 shares worth $1.66M. The position accounts for 0.38% of the portfolio, ranked #45.

Doliver Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Doliver Advisors held 10,473 shares of State Street Health Care Select Sector SPDR ETF worth $1.66M as of Q2 2026.
  • Doliver Advisors bought 778 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $116K.
  • State Street Health Care Select Sector SPDR ETF made up 0.38% of Doliver Advisors's portfolio in Q2 2026, its #45 holding.
  • Doliver Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.