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

Elevated Capital 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	$357K	Sell	2,253 -108	-5%	-$16.1K	0.1%	175
2026 Q1	$346K	Buy	2,361 +2	+0.1%	+$309	0.09%	208
2025 Q4	$365K	Sell	2,359 -36	-2%	-$5.39K	0.09%	224
2025 Q3	$333K	Hold	2,395	–	–	0.08%	229
2025 Q2	$350K	Hold	2,395	–	–	0.1%	214
2025 Q1	$350K	Sell	2,395 -226	-9%	-$32.8K	0.1%	214
2024 Q4	$361K	Sell	2,621 -16,108	-86%	-$2.36M	0.1%	218
2024 Q3	$2.88M	Buy	18,729 +405	+2%	+$61.4K	0.77%	31
2024 Q2	$2.67M	Buy	18,324 +831	+5%	+$119K	0.75%	36
2024 Q1	$2.58M	Buy	17,493 +250	+1%	+$35.9K	0.74%	42
2023 Q4	$2.35M	Buy	17,243 +1,597	+10%	+$208K	0.74%	42
2023 Q3	$2.01M	Sell	15,646 -3,535	-18%	-$469K	0.69%	44
2023 Q2	$2.55M	Buy	19,181 +2,696	+16%	+$355K	0.85%	34
2023 Q1	$2.13M	Buy	16,485 +201	+1%	+$26.3K	0.76%	42
2022 Q4	$2.21M	Buy	16,284 +5,453	+50%	+$723K	0.84%	36
2022 Q3	$1.31M	Buy	+10,831	New	+$1.4M	0.52%	67
2022 Q1	$5M	Buy	+36,492	New	+$4.83M	1.66%	11
2021 Q3	$4.13M	Buy	+32,470	New	+$4.29M	1.43%	16
2021 Q1	$3.41M	Buy	27,934 +5,709	+26%	+$659K	1.32%	16
2020 Q4	$2.52M	Buy	22,225 +2,627	+13%	+$287K	1.09%	22
2020 Q3	$2.18M	Buy	19,598 +2,959	+18%	+$311K	1.02%	28
2020 Q2	$1.82M	Buy	+16,639	New	+$1.64M	0.86%	32
2019 Q4	$542K	Buy	+5,317	New	+$511K	0.6%	46
2019 Q1	$1.07M	Buy	+11,034	New	+$995K	0.7%	40

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Elevated Capital Advisors's XLV Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q2 2026, selling an estimated $16.1K and leaving 2,253 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #175.

Elevated Capital Advisors first reported a position in XLV in Q1 2019 and has held it in 24 quarters since. The position peaked at $5M in Q1 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Elevated Capital Advisors held 2,253 shares of State Street Health Care Select Sector SPDR ETF worth $357K as of Q2 2026.
Elevated Capital Advisors sold 108 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.1K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #175 holding.
Elevated Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5M in Q1 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.