Empirical Wealth Management’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
$466K Buy
2,936
+467
+19% +$69.5K 0.01% 712
2026
Q1
$362K Buy
2,469
+59
+2% +$9.1K 0.01% 712
2025
Q4
$373K Sell
2,410
-150
-6% -$22.5K 0.01% 619
2025
Q3
$356K Buy
2,560
+126
+5% +$17.1K 0.01% 563
2025
Q2
$328K Sell
2,434
-543
-18% -$73.3K 0.01% 513
2025
Q1
$435K Buy
2,977
+486
+20% +$70.6K 0.01% 431
2024
Q4
$343K Sell
2,491
-294
-11% -$43K 0.01% 478
2024
Q3
$429K Sell
2,785
-237
-8% -$35.9K 0.01% 395
2024
Q2
$440K Sell
3,022
-703
-19% -$101K 0.01% 387
2024
Q1
$550K Sell
3,725
-798
-18% -$114K 0.02% 330
2023
Q4
$617K Buy
4,523
+564
+14% +$73.4K 0.02% 295
2023
Q3
$510K Buy
3,959
+373
+10% +$49.5K 0.02% 303
2023
Q2
$476K Buy
3,586
+280
+8% +$36.9K 0.02% 318
2023
Q1
$428K Sell
3,306
-559
-14% -$73K 0.02% 344
2022
Q4
$525K Sell
3,865
-254
-6% -$33.7K 0.02% 303
2022
Q3
$499K Sell
4,119
-170
-4% -$21.9K 0.03% 301
2022
Q2
$550K Sell
4,289
-1,155
-21% -$151K 0.03% 280
2022
Q1
$746K Buy
5,444
+86
+2% +$11.4K 0.04% 260
2021
Q4
$755K Buy
5,358
+913
+21% +$121K 0.04% 266
2021
Q3
$566K Buy
4,445
+135
+3% +$17.8K 0.03% 274
2021
Q2
$543K Buy
4,310
+432
+11% +$52.9K 0.03% 285
2021
Q1
$453K Sell
3,878
-1,827
-32% -$211K 0.04% 266
2020
Q4
$647K Buy
5,705
+1,452
+34% +$158K 0.05% 208
2020
Q3
$449K Sell
4,253
-1,633
-28% -$172K 0.04% 226
2020
Q2
$589K Buy
5,886
+2,479
+73% +$245K 0.05% 183
2020
Q1
$302K Buy
3,407
+174
+5% +$16.9K 0.03% 248
2019
Q4
$329K Buy
+3,233
New +$311K 0.04% 243

Other funds holding XLV

Empirical Wealth Management's XLV Position: Q2 2026 in Review

Empirical Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, buying an estimated $69.5K and bringing the position to 2,936 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #712.

Empirical Wealth Management first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $755K in Q4 2021. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Empirical Wealth Management held 2,936 shares of State Street Health Care Select Sector SPDR ETF worth $466K as of Q2 2026.
  • Empirical Wealth Management bought 467 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Empirical Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Empirical Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $755K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.