Dynamic Advisor Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Dynamic Advisor Solutions’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	$3.7M	Sell	23,302 -3,064	-12%	-$456K	0.1%	208
2026 Q1	$3.87M	Buy	26,366 +559	+2%	+$86.2K	0.12%	187
2025 Q4	$3.99M	Sell	25,807 -56	-0.2%	-$8.39K	0.13%	178
2025 Q3	$3.6M	Buy	25,863 +6,802	+36%	+$920K	0.1%	216
2025 Q2	$2.57M	Sell	19,061 -2,983	-14%	-$403K	0.08%	252
2025 Q1	$3.22M	Buy	+22,044	New	+$3.2M	0.11%	209
2024 Q4	–	Sell	-25,388	Closed	-$3.91M	–	944
2024 Q3	$3.91M	Buy	25,388 +958	+4%	+$145K	0.12%	202
2024 Q2	$3.56M	Buy	24,430 +1,059	+5%	+$152K	0.11%	212
2024 Q1	$3.45M	Sell	23,371 -2,498	-10%	-$358K	0.12%	214
2023 Q4	$3.6M	Buy	25,869 +1,669	+7%	+$217K	0.13%	198
2023 Q3	$3.12M	Buy	24,200 +694	+3%	+$92.1K	0.15%	174
2023 Q2	$3.12M	Buy	23,506 +3,908	+20%	+$515K	0.16%	165
2023 Q1	$2.54M	Buy	19,598 +4,197	+27%	+$548K	0.15%	178
2022 Q4	$2.09M	Sell	15,401 -8,426	-35%	-$1.12M	0.14%	171
2022 Q3	$2.89M	Buy	23,827 +9,264	+64%	+$1.19M	0.22%	111
2022 Q2	$1.87M	Buy	14,563 +6,304	+76%	+$826K	0.14%	164
2022 Q1	$1.13M	Buy	8,259 +364	+5%	+$48.2K	0.08%	244
2021 Q4	$1.11M	Buy	7,895 +1,572	+25%	+$209K	0.08%	254
2021 Q3	$805K	Buy	6,323 +349	+6%	+$46.1K	0.06%	333
2021 Q2	$752K	Buy	5,974 +263	+5%	+$32.2K	0.06%	332
2021 Q1	$667K	Buy	5,711 +699	+14%	+$80.7K	0.06%	318
2020 Q4	$569K	Buy	5,012 +167	+3%	+$18.2K	0.05%	340
2020 Q3	$511K	Sell	4,845 -46,015	-90%	-$4.84M	0.06%	311
2020 Q2	$5.09M	Buy	50,860 +43,499	+591%	+$4.29M	0.69%	23
2020 Q1	$652K	Sell	7,361 -2,420	-25%	-$235K	0.12%	202
2019 Q4	$996K	Sell	9,781 -6,462	-40%	-$621K	0.14%	192
2019 Q3	$1.46M	Sell	16,243 -4,771	-23%	-$436K	0.23%	117
2019 Q2	$1.95M	Sell	21,014 -8,428	-29%	-$758K	0.31%	84
2019 Q1	$2.7M	Buy	29,442 +16,267	+123%	+$1.47M	0.51%	51
2018 Q4	$1.17M	Sell	13,175 -707	-5%	-$64K	0.25%	110
2018 Q3	$1.32M	Buy	13,882 +595	+4%	+$53.8K	0.27%	110
2018 Q2	$1.11M	Buy	13,287 +44	+0.3%	+$3.65K	0.25%	117
2018 Q1	$1.08M	Sell	13,243 -904	-6%	-$77K	0.28%	109
2017 Q4	$1.17M	Sell	14,147 -915	-6%	-$75.4K	0.38%	87
2017 Q3	$1.23M	Sell	15,062 -7,907	-34%	-$635K	0.49%	70
2017 Q2	$1.82M	Buy	22,969 +222	+1%	+$16.9K	0.7%	41
2017 Q1	$1.69M	Sell	22,747 -1,478	-6%	-$108K	0.66%	40
2016 Q4	$1.67M	Sell	24,225 -1,157	-5%	-$80.3K	0.67%	43
2016 Q3	$1.83M	Buy	25,382 +1,393	+6%	+$103K	0.69%	39
2016 Q2	$1.72M	Buy	23,989 +99	+0.4%	+$6.97K	0.7%	43
2016 Q1	$1.62M	Sell	23,890 -2,529	-10%	-$169K	0.69%	42
2015 Q4	$1.9M	Sell	26,419 -1,025	-4%	-$72.4K	0.79%	37
2015 Q3	$1.82M	Buy	27,444 +198	+0.7%	+$14.5K	0.92%	33
2015 Q2	$2.03M	Buy	27,246 +99	+0.4%	+$7.34K	1.18%	24
2015 Q1	$1.97M	Buy	27,147 +341	+1%	+$24.3K	0.99%	27
2014 Q4	$1.83M	Buy	26,806 +11,131	+71%	+$745K	0.98%	27
2014 Q3	$1M	Sell	15,675 -881	-5%	-$55.2K	0.55%	51
2014 Q2	$1.01M	Sell	16,556 -318	-2%	-$18.7K	0.61%	45
2014 Q1	$987K	Buy	16,874 +1,062	+7%	+$61.2K	0.67%	46
2013 Q4	$877K	Buy	+15,812	New	+$846K	0.65%	43

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's XLV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $456K and leaving 23,302 shares worth $3.7M. The position accounts for 0.1% of the portfolio, ranked #208.

Dynamic Advisor Solutions first reported a position in XLV in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.09M in Q2 2020. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Dynamic Advisor Solutions held 23,302 shares of State Street Health Care Select Sector SPDR ETF worth $3.7M as of Q2 2026.
Dynamic Advisor Solutions sold 3,064 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $456K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #208 holding.
Dynamic Advisor Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
Dynamic Advisor Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $5.09M in Q2 2020.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.