Lynx Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lynx Investment Advisory’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	$591K	Sell	3,725 -1,136	-23%	-$169K	0.19%	127
2026 Q1	$713K	Sell	4,861 -539	-10%	-$83.1K	0.34%	64
2025 Q4	$836K	Sell	5,400 -1,639	-23%	-$245K	0.46%	50
2025 Q3	$980K	Sell	7,039 -1,874	-21%	-$254K	0.59%	39
2025 Q2	$1.2M	Sell	8,913 -34	-0.4%	-$4.59K	0.78%	32
2025 Q1	$1.31M	Buy	8,947 +1,938	+28%	+$282K	0.87%	27
2024 Q4	$964K	Buy	7,009 +762	+12%	+$112K	0.66%	35
2024 Q3	$962K	Buy	6,247 +398	+7%	+$60.3K	0.69%	34
2024 Q2	$852K	Buy	+5,849	New	+$839K	0.63%	34

Other funds holding XLV

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Lynx Investment Advisory's XLV Position: Q2 2026 in Review

Lynx Investment Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $169K and leaving 3,725 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #127.

Lynx Investment Advisory first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q1 2025. 738 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Lynx Investment Advisory held 3,725 shares of State Street Health Care Select Sector SPDR ETF worth $591K as of Q2 2026.
Lynx Investment Advisory sold 1,136 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $169K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Lynx Investment Advisory's portfolio in Q2 2026, its #127 holding.
Lynx Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $1.31M in Q1 2025.
738 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.