Encompass More Asset 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
$2.31M Buy
+14,541
New +$2.16M 0.34% 63
2026
Q1
Sell
-8,665
Closed -$1.34M 312
2025
Q4
$1.34M Buy
8,665
+1,027
+13% +$154K 0.25% 82
2025
Q3
$1.06M Buy
7,638
+1,933
+34% +$262K 0.2% 93
2025
Q2
$769K Sell
5,705
-12,229
-68% -$1.65M 0.18% 108
2025
Q1
$2.62M Buy
17,934
+10,338
+136% +$1.5M 0.78% 36
2024
Q4
$1.04M Sell
7,596
-5,789
-43% -$847K 0.34% 67
2024
Q3
$2.06M Buy
13,385
+1,721
+15% +$261K 0.79% 37
2024
Q2
$1.7M Buy
11,664
+965
+9% +$138K 1.21% 20
2024
Q1
$1.58M Buy
10,699
+4,460
+71% +$640K 1.31% 20
2023
Q4
$851K Buy
+6,239
New +$812K 0.96% 30

Other funds holding XLV

Encompass More Asset Management's XLV Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 14,541 shares worth $2.31M. The stake represents 0.34% of the portfolio and ranks #63 among its holdings. This is a return to the name: Encompass More Asset Management previously reported a position in XLV as recently as Q4 2025.

Encompass More Asset Management first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Encompass More Asset Management held 14,541 shares of State Street Health Care Select Sector SPDR ETF worth $2.31M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Encompass More Asset Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.34% of Encompass More Asset Management's portfolio in Q2 2026, its #63 holding.
  • Encompass More Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • Encompass More Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.62M in Q1 2025.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.