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

MFA Wealth 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	$630K	Sell	3,968 -70,240	-95%	-$10.4M	0.11%	66
2026 Q1	$10.9M	Buy	74,208 +4,476	+6%	+$690K	2.14%	15
2025 Q4	$10.8M	Buy	69,732 +2,495	+4%	+$374K	2.28%	15
2025 Q3	$9.36M	Buy	67,237 +2,931	+5%	+$397K	2.04%	16
2025 Q2	$8.67M	Buy	64,306 +312	+0.5%	+$42.1K	2.03%	14
2025 Q1	$9.34M	Buy	63,994 +3,375	+6%	+$490K	2.31%	13
2024 Q4	$8.34M	Buy	60,619 +6,566	+12%	+$961K	2.13%	15
2024 Q3	$8.33M	Sell	54,053 -3,131	-5%	-$475K	1.82%	17
2024 Q2	$8.33M	Buy	57,184 +1,177	+2%	+$169K	1.82%	19
2024 Q1	$8.27M	Sell	56,007 -488	-0.9%	-$70K	2.18%	15
2023 Q4	$7.7M	Buy	56,495 +1,528	+3%	+$199K	2.17%	14
2023 Q3	$7.08M	Buy	54,967 +1,611	+3%	+$214K	2.2%	14
2023 Q2	$7.08M	Buy	53,356 +1,335	+3%	+$176K	2.23%	16
2023 Q1	$6.73M	Buy	52,021 +1,271	+3%	+$166K	2.22%	15
2022 Q4	$6.89M	Sell	50,750 -1,230	-2%	-$163K	2.5%	14
2022 Q3	$6.29M	Buy	51,980 +947	+2%	+$122K	2.33%	15
2022 Q2	$6.55M	Buy	51,033 +1,124	+2%	+$147K	2.39%	15
2022 Q1	$6.84M	Buy	+49,909	New	+$6.61M	2.18%	17

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

MFA Wealth Advisors's XLV Position: Q2 2026 in Review

MFA Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 95% in Q2 2026, selling an estimated $10.4M and leaving 3,968 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #66.

MFA Wealth Advisors first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.9M in Q1 2026. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

MFA Wealth Advisors held 3,968 shares of State Street Health Care Select Sector SPDR ETF worth $630K as of Q2 2026.
MFA Wealth Advisors sold 70,240 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4M.
State Street Health Care Select Sector SPDR ETF made up 0.11% of MFA Wealth Advisors's portfolio in Q2 2026, its #66 holding.
MFA Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
MFA Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $10.9M in Q1 2026.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.