DAS
XLV icon

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
2021
Q3 		– Sell
-400
Closed -$1K – 821
2021
Q2 		$1K Buy
+400
New +$49K ﹤0.01% 756

Other funds holding XLV

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
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
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.