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XLV icon

Entelevest’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Entelevest’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 		– Sell
-500
Closed -$73.3K – 156
2026
Q1 		$73.3K Sell
500
-700
-58% -$108K 0.07% 117
2025
Q4 		$186K Buy
+1,200
New +$180K 0.19% 111

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Entelevest's XLV Position: Q2 2026 in Review

Entelevest reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.3% in Q2 2026, selling an estimated $24.4K and leaving 1,814 shares worth $288K. The position accounts for 0.25% of the portfolio, ranked #89.

Entelevest first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Entelevest held 1,814 shares of State Street Health Care Select Sector SPDR ETF worth $288K as of Q2 2026.
  • Entelevest sold 164 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
  • State Street Health Care Select Sector SPDR ETF made up 0.25% of Entelevest's portfolio in Q2 2026, its #89 holding.
  • Entelevest first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Entelevest's State Street Health Care Select Sector SPDR ETF position peaked at $340K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Entelevest's 13F filing for Q2 2026, filed 22 Jul 2026.