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

Legacy 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	$2.04M	Buy	12,841 +4,038	+46%	+$601K	0.19%	69
2026 Q1	$1.29M	Sell	8,803 -2,763	-24%	-$426K	0.15%	86
2025 Q4	$1.79M	Buy	11,566 +1,835	+19%	+$275K	0.19%	66
2025 Q3	$1.35M	Buy	+9,731	New	+$1.32M	0.17%	82
2025 Q2	–	Sell	-10,295	Closed	-$1.5M	–	422
2025 Q1	$1.5M	Buy	10,295 +533	+5%	+$77.4K	0.15%	110
2024 Q4	$1.34M	Buy	9,762 +183	+2%	+$26.8K	0.13%	120
2024 Q3	$1.48M	Buy	9,579 +1,033	+12%	+$157K	0.16%	112
2024 Q2	$1.25M	Buy	8,546 +33	+0.4%	+$4.73K	0.15%	103
2024 Q1	$1.26M	Buy	8,513 +30	+0.4%	+$4.3K	0.16%	111
2023 Q4	$1.16M	Buy	8,483 +38	+0.4%	+$4.94K	0.15%	120
2023 Q3	$1.09M	Buy	8,445 +35	+0.4%	+$4.65K	0.18%	115
2023 Q2	$1.12M	Buy	8,410 +34	+0.4%	+$4.48K	0.17%	111
2023 Q1	$1.08M	Buy	8,376 +33	+0.4%	+$4.31K	0.2%	90
2022 Q4	$1.13M	Buy	8,343 +34	+0.4%	+$4.5K	0.21%	78
2022 Q3	$1.01M	Sell	8,309 -4,009	-33%	-$516K	0.22%	72
2022 Q2	$1.58M	Buy	12,318 +220	+2%	+$28.8K	0.33%	54
2022 Q1	$1.66M	Buy	12,098 +3,881	+47%	+$514K	0.32%	53
2021 Q4	$1.16M	Buy	8,217 +31	+0.4%	+$4.12K	0.42%	36
2021 Q3	$1.04M	Buy	8,186 +28	+0.3%	+$3.7K	0.42%	40
2021 Q2	$1.03M	Buy	8,158 +31	+0.4%	+$3.8K	0.42%	39
2021 Q1	$949K	Buy	8,127 +28	+0.3%	+$3.23K	0.42%	42
2020 Q4	$919K	Sell	8,099 -531	-6%	-$58K	0.52%	39
2020 Q3	$910K	Buy	8,630 +581	+7%	+$61.2K	0.6%	34
2020 Q2	$805K	Buy	8,049 +17	+0.2%	+$1.68K	0.64%	35
2020 Q1	$712K	Buy	8,032 +17	+0.2%	+$1.65K	0.71%	38
2019 Q4	$822K	Sell	8,015 -329	-4%	-$31.6K	0.52%	44
2019 Q3	$752K	Buy	8,344 +216	+3%	+$19.7K	0.56%	42
2019 Q2	$753K	Sell	8,128 -8,060	-50%	-$725K	0.51%	43
2019 Q1	$1.49M	Buy	16,188 +8,124	+101%	+$732K	0.48%	46
2018 Q4	$698K	Buy	8,064 +180	+2%	+$16.3K	0.53%	44
2018 Q3	$750K	Buy	7,884 +30	+0.4%	+$2.71K	0.37%	70
2018 Q2	$655K	Buy	7,854 +29	+0.4%	+$2.4K	0.49%	42
2018 Q1	$641K	Buy	+7,825	New	+$667K	0.47%	43

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

Legacy Advisors's XLV Position: Q2 2026 in Review

Legacy Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 46% in Q2 2026, buying an estimated $601K and bringing the position to 12,841 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #69.

Legacy Advisors first reported a position in XLV in Q1 2018 and has held it in 33 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Legacy Advisors held 12,841 shares of State Street Health Care Select Sector SPDR ETF worth $2.04M as of Q2 2026.
Legacy Advisors bought 4,038 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $601K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Legacy Advisors's portfolio in Q2 2026, its #69 holding.
Legacy Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.