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Eagle Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Eagle Wealth Strategies’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 		$12.1M Buy
76,209
+3,986
+6% +$593K 4.62% 6
2026
Q1 		$10.6M Buy
72,223
+1,371
+2% +$211K 4.64% 6
2025
Q4 		$11M Buy
70,852
+3,188
+5% +$477K 5.11% 6
2025
Q3 		$9.42M Buy
67,664
+1,696
+3% +$230K 4.69% 6
2025
Q2 		$8.89M Buy
65,968
+802
+1% +$108K 4.97% 6
2025
Q1 		$9.51M Buy
65,166
+3,033
+5% +$441K 5.84% 6
2024
Q4 		$8.55M Buy
62,133
+1,259
+2% +$184K 6.19% 3
2024
Q3 		$9.38M Buy
60,874
+430
+0.7% +$65.2K 6.84% 3
2024
Q2 		$8.81M Buy
60,444
+1,117
+2% +$160K 7.12% 3
2024
Q1 		$8.69M Sell
59,327
-613
-1% -$87.9K 7.06% 3
2023
Q4 		$8.17M Buy
+59,940
New +$7.8M 4.93% 6

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

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

Eagle Wealth Strategies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.5% in Q2 2026, buying an estimated $593K and bringing the position to 76,209 shares worth $12.1M. The position accounts for 4.62% of the portfolio, ranked #6.

Eagle Wealth Strategies first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Eagle Wealth Strategies held 76,209 shares of State Street Health Care Select Sector SPDR ETF worth $12.1M as of Q2 2026.
  • Eagle Wealth Strategies bought 3,986 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $593K.
  • State Street Health Care Select Sector SPDR ETF made up 4.62% of Eagle Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Eagle 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.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.