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

Insight Wealth Strategies’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	-85,647	Closed	-$12.6M	–	204
2026 Q1	$12.6M	Buy	85,647 +1,580	+2%	+$244K	1.4%	22
2025 Q4	$13M	Sell	84,067 -239	-0.3%	-$35.8K	1.49%	19
2025 Q3	$11.7M	Buy	+84,306	New	+$11.4M	1.38%	24
2024 Q4	–	Sell	-57,495	Closed	-$8.86M	–	178
2024 Q3	$8.86M	Buy	+57,495	New	+$8.71M	1.17%	23
2024 Q2	–	Sell	-56,098	Closed	-$8.29M	–	168
2024 Q1	$8.29M	Buy	+56,098	New	+$8.05M	1.22%	22

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

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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