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

JFS 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	$3.17M	Buy	20,004 +287	+1%	+$42.7K	0.16%	82
2026 Q1	$2.89M	Buy	19,717 +436	+2%	+$67.3K	0.16%	83
2025 Q4	$2.98M	Buy	19,281 +77	+0.4%	+$11.5K	0.17%	82
2025 Q3	$2.67M	Buy	19,204 +261	+1%	+$35.3K	0.16%	86
2025 Q2	$2.55M	Sell	18,943 -1,007	-5%	-$136K	0.16%	82
2025 Q1	$2.91M	Buy	19,950 +318	+2%	+$46.2K	0.2%	71
2024 Q4	$2.7M	Sell	19,632 -2,947	-13%	-$431K	0.18%	70
2024 Q3	$3.48M	Buy	22,579 +615	+3%	+$93.2K	0.23%	68
2024 Q2	$3.2M	Buy	21,964 +111	+0.5%	+$15.9K	0.25%	58
2024 Q1	$3.23M	Buy	21,853 +852	+4%	+$122K	0.26%	58
2023 Q4	$2.86M	Buy	21,001 +1,475	+8%	+$192K	0.24%	61
2023 Q3	$2.51M	Buy	19,526 +1,923	+11%	+$255K	0.24%	64
2023 Q2	$2.34M	Buy	17,603 +311	+2%	+$41K	0.21%	73
2023 Q1	$2.24M	Sell	17,292 -431	-2%	-$56.3K	0.21%	77
2022 Q4	$2.41M	Sell	17,723 -2,734	-13%	-$362K	0.24%	70
2022 Q3	$2.48M	Sell	20,457 -420	-2%	-$54.1K	0.27%	62
2022 Q2	$2.68M	Buy	20,877 +183	+0.9%	+$24K	0.28%	60
2022 Q1	$2.83M	Sell	20,694 -1,233	-6%	-$163K	0.27%	75
2021 Q4	$3.09M	Buy	21,927 +978	+5%	+$130K	0.29%	66
2021 Q3	$2.67M	Buy	+20,949	New	+$2.77M	0.27%	69
2020 Q4	–	Sell	-262	Closed	-$28K	–	640
2020 Q3	$28K	Buy	+262	New	+$27.6K	0.01%	289
2018 Q4	–	Sell	-241	Closed	-$23K	–	546
2018 Q3	$23K	Buy	+241	New	+$21.8K	0.01%	312
2018 Q2	–	Sell	-85	Closed	-$7K	–	556
2018 Q1	$7K	Buy	85 +70	+467%	+$5.96K	﹤0.01%	398
2017 Q4	$1K	Buy	+15	New	+$1.24K	﹤0.01%	517
2016 Q2	–	Sell	-126	Closed	-$9K	–	631
2016 Q1	$9K	Hold	126	–	–	﹤0.01%	410
2015 Q4	$9K	Buy	+126	New	+$8.9K	﹤0.01%	408

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

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

JFS Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, buying an estimated $42.7K and bringing the position to 20,004 shares worth $3.17M. The position accounts for 0.16% of the portfolio, ranked #82.

JFS Wealth Advisors first reported a position in XLV in Q4 2015 and has held it in 26 quarters since. The position peaked at $3.48M in Q3 2024. 807 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

JFS Wealth Advisors held 20,004 shares of State Street Health Care Select Sector SPDR ETF worth $3.17M as of Q2 2026.
JFS Wealth Advisors bought 287 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $42.7K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of JFS Wealth Advisors's portfolio in Q2 2026, its #82 holding.
JFS Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 26 quarters since.
JFS Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.48M in Q3 2024.
807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.