Elevation Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Elevation Wealth Partners’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	$142K	Buy	894 +2	+0.2%	+$298	0.04%	165
2026 Q1	$131K	Buy	892 +2	+0.2%	+$309	0.05%	151
2025 Q4	$138K	Sell	890 -223	-20%	-$33.4K	0.05%	142
2025 Q3	$155K	Buy	1,113 +2	+0.2%	+$271	0.06%	135
2025 Q2	$150K	Buy	1,111 +3	+0.3%	+$405	0.06%	133
2025 Q1	$162K	Buy	1,108 +1	+0.1%	+$145	0.07%	125
2024 Q4	$152K	Buy	1,107 +3	+0.3%	+$439	0.06%	133
2024 Q3	$170K	Sell	1,104 -74	-6%	-$11.2K	0.07%	125
2024 Q2	$172K	Buy	1,178 +2	+0.2%	+$287	0.08%	119
2024 Q1	$174K	Sell	1,176 -658	-36%	-$94.4K	0.09%	118
2023 Q4	$236K	Buy	1,834 +1,360	+287%	+$177K	0.14%	89
2023 Q3	$61K	Hold	474	–	–	0.05%	136
2023 Q2	$62.9K	Hold	474	–	–	0.05%	137
2023 Q1	$61.4K	Buy	+474	New	+$61.9K	0.06%	139

Other funds holding XLV

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Elevation Wealth Partners's XLV Position: Q2 2026 in Review

Elevation Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.22% in Q2 2026, buying an estimated $298 and bringing the position to 894 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #165.

Elevation Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $236K in Q4 2023. 852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Elevation Wealth Partners held 894 shares of State Street Health Care Select Sector SPDR ETF worth $142K as of Q2 2026.
Elevation Wealth Partners bought 2 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #165 holding.
Elevation Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $236K in Q4 2023.
852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.