HIW
XLV icon

Holos Integrated Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Holos Integrated Wealth’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
-1
Closed -$147 – 422
2026
Q1 		$147 Buy
+1
New +$154 ﹤0.01% 398

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Holos Integrated Wealth's XLV Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1 share — an estimated $147 sold.

Holos Integrated Wealth first reported a position in XLV in Q1 2026 and held it in 1 quarter. The position peaked at $147 in Q1 2026. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $147.
  • Holos Integrated Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $147 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 Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.