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

Gratus 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	$1.14M	Sell	7,183 -402	-5%	-$59.8K	0.15%	58
2026 Q1	$1.11M	Sell	7,585 -78,865	-91%	-$12.2M	0.16%	56
2025 Q4	$13.4M	Buy	86,450 +1,133	+1%	+$170K	1.86%	15
2025 Q3	$11.9M	Buy	85,317 +4,395	+5%	+$595K	1.67%	15
2025 Q2	$10.9M	Buy	80,922 +1,102	+1%	+$149K	1.65%	16
2025 Q1	$11.7M	Sell	79,820 -22,694	-22%	-$3.3M	1.91%	15
2024 Q4	$14.1M	Buy	102,514 +6,485	+7%	+$949K	2.26%	15
2024 Q3	$14.5M	Buy	96,029 +4,557	+5%	+$691K	2.37%	15
2024 Q2	$13.5M	Sell	91,472 -4,582	-5%	-$657K	2.33%	16
2024 Q1	$13.3M	Sell	96,054 -1,158	-1%	-$166K	2.44%	15
2023 Q4	$13.3M	Buy	+97,212	New	+$12.6M	2.61%	15

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

Gratus Wealth Advisors's XLV Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.3% in Q2 2026, selling an estimated $59.8K and leaving 7,183 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #58.

Gratus Wealth Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2024. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Gratus Wealth Advisors held 7,183 shares of State Street Health Care Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Gratus Wealth Advisors sold 402 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $59.8K.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Gratus Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $14.5M in Q3 2024.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.