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Fifth Third Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fifth Third Wealth Advisors’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 		$274K Sell
1,727
-100
-5% -$14.9K 0.01% 755
2026
Q1 		$268K Sell
1,827
-2,561
-58% -$395K 0.01% 650
2025
Q4 		$679K Buy
4,388
+763
+21% +$114K 0.02% 320
2025
Q3 		$504K Sell
3,625
-10
-0.3% -$1.35K 0.02% 377
2025
Q2 		$490K Sell
3,635
-100
-3% -$13.5K 0.02% 368
2025
Q1 		$545K Buy
3,735
+903
+32% +$131K 0.03% 315
2024
Q4 		$390K Buy
2,832
+270
+11% +$39.5K 0.02% 401
2024
Q3 		$395K Buy
2,562
+70
+3% +$10.6K 0.02% 373
2024
Q2 		$363K Buy
2,492
+273
+12% +$39.2K 0.03% 363
2024
Q1 		$328K Sell
2,219
-46
-2% -$6.6K 0.05% 183
2023
Q4 		$309K Hold
2,265
– – 0.1% 145
2023
Q3 		$292K Buy
2,265
+50
+2% +$6.64K 0.12% 141
2023
Q2 		$294K Buy
2,215
+220
+11% +$29K 0.19% 116
2023
Q1 		$258K Buy
+1,995
New +$261K 0.48% 68

Other funds holding XLV

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
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Fifth Third Wealth Advisors's XLV Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.5% in Q2 2026, selling an estimated $14.9K and leaving 1,727 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #755.

Fifth Third Wealth Advisors first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $679K in Q4 2025. 368 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,727 shares of State Street Health Care Select Sector SPDR ETF worth $274K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #755 holding.
  • Fifth Third Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $679K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.