Mission Wealth Management’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
2026
Q2
$1.21M Buy
7,611
+2,958
+64% +$440K 0.01% 426
2026
Q1
$682K Sell
4,653
-674
-13% -$104K 0.01% 410
2025
Q4
$825K Sell
5,327
-83
-2% -$12.4K 0.02% 377
2025
Q3
$753K Sell
5,410
-64
-1% -$8.66K 0.02% 394
2025
Q2
$738K Sell
5,474
-52
-0.9% -$7.02K 0.02% 389
2025
Q1
$807K Buy
5,526
+1,143
+26% +$166K 0.02% 351
2024
Q4
$603K Sell
4,383
-442
-9% -$64.7K 0.01% 388
2024
Q3
$743K Buy
4,825
+658
+16% +$99.7K 0.02% 353
2024
Q2
$607K Sell
4,167
-76
-2% -$10.9K 0.02% 367
2024
Q1
$627K Buy
+4,243
New +$609K 0.02% 378
2023
Q2
Sell
-1,630
Closed -$211K 573
2023
Q1
$211K Buy
+1,630
New +$213K 0.01% 498
2020
Q4
Sell
-3,214
Closed -$339K 424
2020
Q3
$339K Sell
3,214
-378
-11% -$39.8K 0.03% 258
2020
Q2
$359K Buy
+3,592
New +$355K 0.03% 223

Other funds holding XLV

Mission Wealth Management's XLV Position: Q2 2026 in Review

Mission Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 64% in Q2 2026, buying an estimated $440K and bringing the position to 7,611 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #426.

Mission Wealth Management first reported a position in XLV in Q2 2020 and has held it in 13 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Mission Wealth Management held 7,611 shares of State Street Health Care Select Sector SPDR ETF worth $1.21M as of Q2 2026.
  • Mission Wealth Management bought 2,958 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $440K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Mission Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 13 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.