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

LVW 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	$405K	Hold	2,551	–	–	0.04%	282
2026 Q1	$374K	Buy	+2,551	New	+$393K	0.04%	271
2020 Q4	–	Sell	-1,985	Closed	-$209K	–	219
2020 Q3	$209K	Sell	1,985 -5,146	-72%	-$542K	0.05%	186
2020 Q2	$714K	Buy	7,131 +1,593	+29%	+$157K	0.17%	81
2020 Q1	$491K	Sell	5,538 -220	-4%	-$21.4K	0.13%	88
2019 Q4	$587K	Sell	5,758 -262	-4%	-$25.2K	0.13%	95
2019 Q3	$543K	Sell	6,020 -189	-3%	-$17.3K	0.13%	96
2019 Q2	$575K	Buy	6,209 +315	+5%	+$28.3K	0.16%	87
2019 Q1	$541K	Buy	5,894 +1,324	+29%	+$119K	0.14%	97
2018 Q4	$395K	Sell	4,570 -345	-7%	-$31.2K	0.13%	97
2018 Q3	$468K	Buy	+4,915	New	+$444K	0.13%	102

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

LVW Advisors's XLV Position: Q2 2026 in Review

LVW Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,551 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #282.

LVW Advisors first reported a position in XLV in Q3 2018 and has held it in 11 quarters since. The position peaked at $714K in Q2 2020. 856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

LVW Advisors held 2,551 shares of State Street Health Care Select Sector SPDR ETF worth $405K as of Q2 2026.
LVW Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #282 holding.
LVW Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 11 quarters since.
LVW Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $714K in Q2 2020.
856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.