HWP
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Highline Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Highline Wealth Partners’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 		$138K Buy
870
+855
+5,700% +$127K 0.03% 137
2026
Q1 		$2.22K Sell
15
-260
-95% -$40.1K ﹤0.01% 1044
2025
Q4 		$42.6K Buy
275
+129
+88% +$19.3K 0.01% 148
2025
Q3 		$20.3K Buy
146
+108
+284% +$14.6K 0.01% 272
2025
Q2 		$5.12K Buy
38
+31
+443% +$4.19K ﹤0.01% 441
2025
Q1 		$1.02K Hold
7
– – ﹤0.01% 739
2024
Q4 		$963 Hold
7
– – ﹤0.01% 534
2024
Q3 		$1.08K Hold
7
– – ﹤0.01% 507
2024
Q2 		$1.02K Sell
7
-161
-96% -$23.1K ﹤0.01% 451
2024
Q1 		$24.8K Sell
168
-17
-9% -$2.44K 0.01% 162
2023
Q4 		$25.3K Hold
185
– – 0.01% 146
2023
Q3 		$23.9K Buy
185
+7
+4% +$929 0.01% 136
2023
Q2 		$23.7K Hold
178
– – 0.01% 126
2023
Q1 		$23.1K Hold
178
– – 0.02% 124
2022
Q4 		$24.1K Buy
178
+1
+0.6% +$133 0.02% 124
2022
Q3 		$21.4K Buy
+177
New +$22.8K 0.02% 114

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
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
KL
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Highline Wealth Partners's XLV Position: Q2 2026 in Review

Highline Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5,700% in Q2 2026, buying an estimated $127K and bringing the position to 870 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #137.

Highline Wealth Partners first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. 368 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Highline Wealth Partners held 870 shares of State Street Health Care Select Sector SPDR ETF worth $138K as of Q2 2026.
  • Highline Wealth Partners bought 855 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Highline Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Highline Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • 368 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.