Guardian Wealth Advisors (North Carolina)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-553	Closed	-$81.1K	–	618
2026 Q1	$81.1K	Buy	+553	New	+$85.3K	0.01%	411
2025 Q3	–	Sell	-492	Closed	-$66.3K	–	566
2025 Q2	$66.3K	Sell	492 -458	-48%	-$61.8K	﹤0.01%	384
2025 Q1	$139K	Buy	950 +419	+79%	+$60.9K	0.01%	329
2024 Q4	$73K	Buy	531 +26	+5%	+$3.81K	0.01%	351
2024 Q3	$77.8K	Hold	505	–	–	0.01%	295
2024 Q2	$73.6K	Sell	505 -277	-35%	-$39.7K	0.01%	287
2024 Q1	$116K	Sell	782 -308	-28%	-$44.2K	0.01%	280
2023 Q4	$148K	Sell	1,090 -151	-12%	-$19.6K	0.02%	252
2023 Q3	$161K	Sell	1,241 -20	-2%	-$2.65K	0.03%	243
2023 Q2	$167K	Sell	1,261 -12	-0.9%	-$1.58K	0.03%	232
2023 Q1	$165K	Sell	1,273 -16	-1%	-$2.09K	0.03%	222
2022 Q4	$175K	Hold	1,289	–	–	0.03%	205
2022 Q3	$156K	Buy	1,289 +57	+5%	+$7.34K	0.03%	196
2022 Q2	$158K	Buy	1,232 +713	+137%	+$93.5K	0.03%	192
2022 Q1	$71K	Hold	519	–	–	0.03%	184
2021 Q4	$73K	Buy	+519	New	+$68.9K	0.03%	165

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

Guardian Wealth Advisors (North Carolina)'s XLV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 553 shares — an estimated $81.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLV in Q4 2021 and held it in 16 quarters. The position peaked at $175K in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 553 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $81.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Health Care Select Sector SPDR ETF position peaked at $175K in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.