Estate Counselors’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 | $9.58M | Sell |
60,353
-38,404
| -39% | -$5.71M | 0.82% | 13 |
|
|
2026
Q1 | $14.5M | Sell |
98,757
-6,876
| -7% | -$1.06M | 1.29% | 11 |
|
|
2025
Q4 | $16.4M | Buy |
105,633
+4,698
| +5% | +$704K | 1.37% | 4 |
|
|
2025
Q3 | $14M | Buy |
100,935
+7,525
| +8% | +$1.02M | 1.21% | 10 |
|
|
2025
Q2 | $12.6M | Buy |
93,410
+90,680
| +3,322% | +$12.2M | 1.24% | 10 |
|
|
2025
Q1 | $399K | Buy |
2,730
+960
| +54% | +$139K | 0.04% | 81 |
|
|
2024
Q4 | $243K | Buy |
+1,770
| New | +$259K | 0.03% | 95 |
|
|
2023
Q2 | – | Sell |
-50,370
| Closed | -$6.52M | – | 137 |
|
|
2023
Q1 | $6.52M | Buy |
+50,370
| New | +$6.58M | 0.86% | 29 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$76K | – | 195 |
|
|
2022
Q2 | $76K | Sell |
600
-105,836
| -99% | -$13.9M | 0.01% | 125 |
|
|
2022
Q1 | $14.6M | Buy |
106,436
+4,070
| +4% | +$539K | 1.9% | 17 |
|
|
2021
Q4 | $14.4M | Buy |
102,366
+2,166
| +2% | +$288K | 1.75% | 19 |
|
|
2021
Q3 | $12.8M | Buy |
100,200
+910
| +0.9% | +$120K | 1.6% | 20 |
|
|
2021
Q2 | $12.5M | Buy |
99,290
+335
| +0.3% | +$41.1K | 1.64% | 19 |
|
|
2021
Q1 | $11.6M | Buy |
98,955
+66,920
| +209% | +$7.72M | 1.69% | 18 |
|
|
2020
Q4 | $3.63M | Sell |
32,035
-955
| -3% | -$104K | 0.55% | 49 |
|
|
2020
Q3 | $3.48M | Buy |
32,990
+1,440
| +5% | +$152K | 0.54% | 45 |
|
|
2020
Q2 | $3.16M | Sell |
31,550
-38,700
| -55% | -$3.82M | 0.5% | 47 |
|
|
2020
Q1 | $6.22M | Buy |
70,250
+900
| +1% | +$87.4K | 1.02% | 35 |
|
|
2019
Q4 | $7.06M | Buy |
69,350
+800
| +1% | +$76.9K | 1.04% | 38 |
|
|
2019
Q3 | $6.18M | Sell |
68,550
-900
| -1% | -$82.2K | 0.95% | 38 |
|
|
2019
Q2 | $6.43M | Sell |
69,450
-1,100
| -2% | -$98.9K | 1.01% | 37 |
|
|
2019
Q1 | $6.47M | Buy |
70,550
+15,650
| +29% | +$1.41M | 1.11% | 36 |
|
|
2018
Q4 | $4.75M | Sell |
54,900
-2,600
| -5% | -$235K | 0.96% | 40 |
|
|
2018
Q3 | $5.47M | Sell |
57,500
-42,430
| -42% | -$3.83M | 0.99% | 32 |
|
|
2018
Q2 | $8.34M | Buy |
99,930
+4,200
| +4% | +$348K | 1.58% | 24 |
|
|
2018
Q1 | $7.79M | Buy |
95,730
+16,000
| +20% | +$1.36M | 1.45% | 24 |
|
|
2017
Q4 | $6.59M | Buy |
+79,730
| New | +$6.57M | 1.32% | 32 |
|
|
2017
Q2 | – | Sell |
-45,000
| Closed | -$3.35M | – | 68 |
|
|
2017
Q1 | $3.35M | Hold |
45,000
| – | – | 0.87% | 35 |
|
|
2016
Q4 | $3.1M | Buy |
+45,000
| New | +$3.12M | 0.86% | 42 |
|
|
2016
Q2 | – | Sell |
-66,430
| Closed | -$4.5M | – | 59 |
|
|
2016
Q1 | $4.5M | Sell |
66,430
-31,950
| -32% | -$2.14M | 1.98% | 21 |
|
|
2015
Q4 | $7.09M | Sell |
98,380
-32,310
| -25% | -$2.28M | 2.89% | 13 |
|
|
2015
Q3 | $8.63M | Buy |
130,690
+18,340
| +16% | +$1.34M | 3.47% | 13 |
|
|
2015
Q2 | $8.36M | Sell |
112,350
-200
| -0.2% | -$14.8K | 2.9% | 13 |
|
|
2015
Q1 | $8.16M | Sell |
112,550
-23,515
| -17% | -$1.68M | 2.9% | 13 |
|
|
2014
Q4 | $9.3M | Buy |
136,065
+2,780
| +2% | +$186K | 3.29% | 13 |
|
|
2014
Q3 | $8.52M | Sell |
133,285
-610
| -0.5% | -$38.2K | 3.28% | 14 |
|
|
2014
Q2 | $8.14M | Sell |
133,895
-170
| -0.1% | -$9.99K | 3.11% | 14 |
|
|
2014
Q1 | $7.84M | Buy |
134,065
+77,280
| +136% | +$4.45M | 3.15% | 14 |
|
|
2013
Q4 | $3.15M | Sell |
56,785
-545
| -1% | -$29.1K | 1.4% | 26 |
|
|
2013
Q3 | $2.9M | Buy |
57,330
+8,770
| +18% | +$441K | 1.34% | 25 |
|
|
2013
Q2 | $2.33M | Buy |
+48,560
| New | +$2.33M | 1.18% | 25 |
|
Other funds holding XLV
HIIFS
Estate Counselors's XLV Position: Q2 2026 in Review
Estate Counselors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, selling an estimated $5.71M and leaving 60,353 shares worth $9.58M. The position accounts for 0.82% of the portfolio, ranked #13.
Estate Counselors first reported a position in XLV in Q2 2013 and has held it in 41 quarters since. The position peaked at $16.4M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Estate Counselors held 60,353 shares of State Street Health Care Select Sector SPDR ETF worth $9.58M as of Q2 2026.
- Estate Counselors sold 38,404 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.71M.
- State Street Health Care Select Sector SPDR ETF made up 0.82% of Estate Counselors's portfolio in Q2 2026, its #13 holding.
- Estate Counselors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
- Estate Counselors's State Street Health Care Select Sector SPDR ETF position peaked at $16.4M in Q4 2025.
- 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.