Flywheel Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Flywheel Private Wealth’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	$1.18M	Hold	7,462	–	–	0.58%	27
2026 Q1	$1.09M	Hold	7,462	–	–	0.62%	27
2025 Q4	$1.16M	Sell	7,462 -883	-11%	-$132K	0.72%	25
2025 Q3	$1.16M	Sell	8,345 -279	-3%	-$37.8K	0.91%	23
2025 Q2	$1.16M	Sell	8,624 -384	-4%	-$51.9K	0.93%	23
2025 Q1	$1.32M	Buy	9,008 +275	+3%	+$40K	1.2%	19
2024 Q4	$1.2M	Buy	+8,733	New	+$1.28M	1.1%	21

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Flywheel Private Wealth's XLV Position: Q2 2026 in Review

Flywheel Private Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 7,462 shares worth $1.18M. The position accounts for 0.58% of the portfolio, ranked #27.

Flywheel Private Wealth first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Flywheel Private Wealth held 7,462 shares of State Street Health Care Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Flywheel Private Wealth left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.58% of Flywheel Private Wealth's portfolio in Q2 2026, its #27 holding.
Flywheel Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $1.32M in Q1 2025.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.