McAdam LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

McAdam LLC’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	$1.44M	Buy	9,056 +420	+5%	+$62.5K	0.06%	133
2026 Q1	$1.27M	Buy	8,636 +1,096	+15%	+$169K	0.06%	143
2025 Q4	$1.17M	Buy	7,540 +2,479	+49%	+$371K	0.05%	143
2025 Q3	$704K	Sell	5,061 -3,099	-38%	-$419K	0.03%	177
2025 Q2	$1.1M	Sell	8,160 -466	-5%	-$62.9K	0.06%	129
2025 Q1	$1.26M	Sell	8,626 -1,531	-15%	-$222K	0.08%	114
2024 Q4	$1.4M	Sell	10,157 -131	-1%	-$19.2K	0.08%	114
2024 Q3	$1.58M	Sell	10,288 -317	-3%	-$48K	0.09%	104
2024 Q2	$1.55M	Sell	10,605 -3,761	-26%	-$540K	0.09%	95
2024 Q1	$2.12M	Buy	14,366 +2,860	+25%	+$410K	0.14%	81
2023 Q4	$1.57M	Sell	11,506 -611	-5%	-$79.5K	0.11%	88
2023 Q3	$1.56M	Sell	12,117 -84	-0.7%	-$11.2K	0.13%	86
2023 Q2	$1.62M	Buy	12,201 +572	+5%	+$75.4K	0.13%	89
2023 Q1	$1.51M	Buy	11,629 +9,201	+379%	+$1.2M	0.14%	92
2022 Q4	$342K	Sell	2,428 -8,942	-79%	-$1.18M	0.03%	131
2022 Q3	$1.38M	Buy	11,370 +521	+5%	+$67.1K	0.15%	86
2022 Q2	$1.39M	Buy	10,849 +7,790	+255%	+$1.02M	0.15%	86
2022 Q1	$419K	Buy	3,059 +631	+26%	+$83.5K	0.04%	127
2021 Q4	$342K	Buy	2,428 +61	+3%	+$8.1K	0.03%	131
2021 Q3	$301K	Buy	2,367 +149	+7%	+$19.7K	0.03%	136
2021 Q2	$293K	Buy	2,218 +60	+3%	+$7.35K	0.03%	136
2021 Q1	$252K	Sell	2,158 -65	-3%	-$7.5K	0.04%	140
2020 Q4	$262K	Buy	2,223 +39	+2%	+$4.26K	0.04%	134
2020 Q3	$230K	Buy	+2,184	New	+$230K	0.04%	124
2018 Q4	–	Sell	-839	Closed	-$80K	–	636
2018 Q3	$80K	Buy	839 +625	+292%	+$56.5K	0.03%	131
2018 Q2	$18K	Hold	214	–	–	0.01%	262
2018 Q1	$17K	Buy	+214	New	+$18.2K	0.01%	269

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

McAdam LLC's XLV Position: Q2 2026 in Review

McAdam LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.9% in Q2 2026, buying an estimated $62.5K and bringing the position to 9,056 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #133.

McAdam LLC first reported a position in XLV in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.12M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

McAdam LLC held 9,056 shares of State Street Health Care Select Sector SPDR ETF worth $1.44M as of Q2 2026.
McAdam LLC bought 420 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $62.5K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #133 holding.
McAdam LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 27 quarters since.
McAdam LLC's State Street Health Care Select Sector SPDR ETF position peaked at $2.12M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.