Dynamic Wealth Strategies’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
$1.87M Buy
11,809
+1,342
+13% +$200K 1% 23
2026
Q1
$1.53M Buy
10,467
+1,714
+20% +$264K 0.89% 26
2025
Q4
$1.35M Buy
8,753
+3,535
+68% +$529K 0.81% 27
2025
Q3
$726K Buy
5,218
+4
+0.1% +$541 0.49% 34
2025
Q2
$703K Sell
5,214
-294
-5% -$39.7K 0.51% 31
2025
Q1
$804K Buy
5,508
+1,156
+27% +$168K 0.67% 28
2024
Q4
$599K Buy
4,352
+107
+3% +$15.7K 0.53% 31
2024
Q3
$654K Sell
4,245
-210
-5% -$31.8K 0.53% 29
2024
Q2
$649K Buy
4,455
+149
+3% +$21.4K 0.56% 29
2024
Q1
$636K Buy
4,306
+2,213
+106% +$317K 0.54% 28
2023
Q4
$285K Buy
+2,093
New +$272K 0.26% 45

Other funds holding XLV

Dynamic Wealth Strategies's XLV Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, buying an estimated $200K and bringing the position to 11,809 shares worth $1.87M. The position accounts for 1% of the portfolio, ranked #23.

Dynamic Wealth Strategies first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Dynamic Wealth Strategies held 11,809 shares of State Street Health Care Select Sector SPDR ETF worth $1.87M as of Q2 2026.
  • Dynamic Wealth Strategies bought 1,342 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
  • State Street Health Care Select Sector SPDR ETF made up 1% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #23 holding.
  • Dynamic Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 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 Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.