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

Laurel 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 		$958K Buy
6,039
+100
+2% +$14.9K 0.09% 121
2026
Q1 		$852K Hold
5,939
– – 0.08% 125
2025
Q4 		$919K Buy
5,939
+10
+0.2% +$1.5K 0.12% 119
2025
Q3 		$825K Hold
5,929
– – 0.12% 122
2025
Q2 		$799K Buy
5,929
+24
+0.4% +$3.24K 0.12% 119
2025
Q1 		$862K Sell
5,905
-47
-0.8% -$6.83K 0.14% 114
2024
Q4 		$819K Sell
5,952
-49
-0.8% -$7.17K 0.13% 113
2024
Q3 		$924K Hold
6,001
– – 0.15% 110
2024
Q2 		$875K Sell
6,001
-1,900
-24% -$273K 0.15% 109
2024
Q1 		$1.17M Sell
7,901
-30
-0.4% -$4.3K 0.2% 99
2023
Q4 		$1.08M Buy
7,931
+4,770
+151% +$621K 0.21% 98
2023
Q3 		$407K Hold
3,161
– – 0.09% 126
2023
Q2 		$420K Sell
3,161
-255
-7% -$33.6K 0.08% 126
2023
Q1 		$442K Buy
3,416
+70
+2% +$9.14K 0.09% 126
2022
Q4 		$455K Buy
3,346
+273
+9% +$36.2K 0.1% 119
2022
Q3 		$372K Buy
3,073
+83
+3% +$10.7K 0.09% 124
2022
Q2 		$383K Hold
2,990
– – 0.09% 127
2022
Q1 		$410K Hold
2,990
– – 0.09% 129
2021
Q4 		$421K Hold
2,990
– – 0.09% 129
2021
Q3 		$381K Sell
2,990
-65
-2% -$8.59K 0.08% 132
2021
Q2 		$385K Buy
3,055
+1,930
+172% +$237K 0.08% 136
2021
Q1 		$131K Sell
1,125
-65
-5% -$7.5K 0.03% 186
2020
Q4 		$135K Buy
1,190
+379
+47% +$41.4K 0.04% 174
2020
Q3 		$86K Sell
811
-30
-4% -$3.16K 0.03% 195
2020
Q2 		$84K Buy
841
+15
+2% +$1.48K 0.03% 185
2020
Q1 		$73K Hold
826
– – 0.03% 186
2019
Q4 		$84K Sell
826
-162
-16% -$15.6K 0.03% 200
2019
Q3 		$89K Buy
988
+20
+2% +$1.83K 0.03% 189
2019
Q2 		$90K Buy
968
+498
+106% +$44.8K 0.03% 189
2019
Q1 		$43K Hold
470
– – 0.02% 237
2018
Q4 		$41K Buy
+470
New +$42.5K 0.02% 229

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

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

Laurel Wealth Advisors (North Carolina) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q2 2026, buying an estimated $14.9K and bringing the position to 6,039 shares worth $958K. The position accounts for 0.09% of the portfolio, ranked #121.

Laurel Wealth Advisors (North Carolina) first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.17M in Q1 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 6,039 shares of State Street Health Care Select Sector SPDR ETF worth $958K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #121 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street Health Care Select Sector SPDR ETF position peaked at $1.17M in Q1 2024.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.