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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$17.5M Buy
112,814
+2,454
+2% +$368K 3.29% 7
2025
Q3
$15.4M Buy
110,360
+7,883
+8% +$1.07M 3.01% 7
2025
Q2
$13.8M Buy
102,477
+14,158
+16% +$1.91M 2.9% 7
2025
Q1
$12.9M Sell
88,319
-2,249
-2% -$327K 2.92% 7
2024
Q4
$12.5M Buy
90,568
+9,527
+12% +$1.39M 2.99% 7
2024
Q3
$12.5M Buy
81,041
+506
+0.6% +$76.7K 2.94% 7
2024
Q2
$11.7M Sell
80,535
-4,997
-6% -$717K 2.97% 6
2024
Q1
$12.6M Buy
85,532
+4,149
+5% +$595K 3.33% 6
2023
Q4
$11.1M Buy
81,383
+4,658
+6% +$606K 3.21% 7
2023
Q3
$9.88M Buy
76,725
+3,717
+5% +$493K 3.2% 7
2023
Q2
$9.69M Buy
73,008
+9,116
+14% +$1.2M 3.09% 7
2023
Q1
$8.27M Sell
63,892
-4,382
-6% -$572K 2.82% 11
2022
Q4
$9.28M Buy
68,274
+2,118
+3% +$281K 3.34% 9
2022
Q3
$8.01M Buy
66,156
+18,074
+38% +$2.33M 3.17% 10
2022
Q2
$6.17M Buy
48,082
+326
+0.7% +$42.7K 2.39% 11
2022
Q1
$6.54M Sell
47,756
-1,343
-3% -$178K 2.29% 12
2021
Q4
$6.93M Buy
+49,099
New +$6.52M 2.41% 11

Other funds holding XLV

Long Run Wealth Advisors's XLV Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q4 2025, buying an estimated $368K and bringing the position to 112,814 shares worth $17.5M. The position accounts for 3.29% of the portfolio, ranked #7.

Long Run Wealth Advisors first reported a position in XLV in Q4 2021 and has held it in 17 quarters since. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • Long Run Wealth Advisors held 112,814 shares of State Street Health Care Select Sector SPDR ETF worth $17.5M as of Q4 2025.
  • Long Run Wealth Advisors bought 2,454 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $368K.
  • State Street Health Care Select Sector SPDR ETF made up 3.29% of Long Run Wealth Advisors's portfolio in Q4 2025, its #7 holding.
  • Long Run Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.