GC Wealth Management RIA’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

GC Wealth Management RIA’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	$1.79M	Sell	11,270 -5,539	-33%	-$824K	0.1%	161
2026 Q1	$2.46M	Buy	16,809 +14,824	+747%	+$2.29M	0.1%	141
2025 Q4	$307K	Buy	1,985 +248	+14%	+$37.1K	0.01%	446
2025 Q3	$242K	Buy	+1,737	New	+$235K	0.01%	775
2024 Q4	–	Sell	-1,423	Closed	-$219K	–	321
2024 Q3	$219K	Buy	+1,423	New	+$216K	0.04%	276

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

GC Wealth Management RIA's XLV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 33% in Q2 2026, selling an estimated $824K and leaving 11,270 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #161.

GC Wealth Management RIA first reported a position in XLV in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.46M in Q1 2026. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

GC Wealth Management RIA held 11,270 shares of State Street Health Care Select Sector SPDR ETF worth $1.79M as of Q2 2026.
GC Wealth Management RIA sold 5,539 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $824K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #161 holding.
GC Wealth Management RIA first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
GC Wealth Management RIA's State Street Health Care Select Sector SPDR ETF position peaked at $2.46M in Q1 2026.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.