Global Wealth Strategies & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Global Wealth Strategies & Associates’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	-302	Closed	-$44.3K	–	500
2026 Q1	$44.3K	Sell	302 -28	-8%	-$4.32K	0.01%	180
2025 Q4	$51.1K	Buy	330 +160	+94%	+$24K	0.01%	152
2025 Q3	$23.7K	Buy	170 +163	+2,329%	+$22.1K	0.01%	208
2025 Q2	$944	Sell	7 -80	-92%	-$10.8K	﹤0.01%	335
2025 Q1	$12.7K	Buy	+87	New	+$12.6K	﹤0.01%	233

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return