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

Mutual 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	$4.17M	Buy	26,286 +3,083	+13%	+$459K	0.08%	250
2026 Q1	$3.4M	Sell	23,203 -4,163	-15%	-$642K	0.07%	259
2025 Q4	$4.24M	Buy	27,366 +2,765	+11%	+$414K	0.09%	214
2025 Q3	$3.59M	Sell	24,601 -5,325	-18%	-$721K	0.08%	239
2025 Q2	$4.08M	Sell	29,926 -5,417	-15%	-$731K	0.1%	198
2025 Q1	$4.88M	Buy	35,343 +368	+1%	+$53.5K	0.14%	151
2024 Q4	$4.94M	Sell	34,975 -1,305	-4%	-$191K	0.14%	137
2024 Q3	$5.42M	Sell	36,280 -27,537	-43%	-$4.17M	0.16%	127
2024 Q2	$9.58M	Buy	63,817 +14,814	+30%	+$2.13M	0.29%	64
2024 Q1	$7.24M	Buy	49,003 +1,323	+3%	+$190K	0.23%	87
2023 Q4	$6.5M	Buy	47,680 +8,501	+22%	+$1.11M	0.23%	91
2023 Q3	$5.04M	Sell	39,179 -10,764	-22%	-$1.43M	0.2%	104
2023 Q2	$6.63M	Sell	49,943 -17,218	-26%	-$2.27M	0.25%	79
2023 Q1	$8.69M	Buy	67,161 +17,084	+34%	+$2.23M	0.36%	47
2022 Q4	$6.8M	Sell	50,077 -5,720	-10%	-$758K	0.3%	68
2022 Q3	$6.76M	Buy	55,797 +12,735	+30%	+$1.64M	0.35%	58
2022 Q2	$5.52M	Sell	43,062 -4,399	-9%	-$577K	0.37%	60
2022 Q1	$6.5M	Sell	47,461 -1,585	-3%	-$210K	0.36%	54
2021 Q4	$6.91M	Buy	49,046 +23,294	+90%	+$3.09M	0.37%	55
2021 Q3	$3.28M	Buy	25,752 +95	+0.4%	+$12.6K	0.19%	128
2021 Q2	$3.23M	Buy	25,657 +7,771	+43%	+$952K	0.19%	137
2021 Q1	$2.09M	Sell	17,886 -12,128	-40%	-$1.4M	0.14%	177
2020 Q4	$3.4M	Sell	30,014 -11,535	-28%	-$1.26M	0.25%	88
2020 Q3	$4.38M	Sell	41,549 -5,099	-11%	-$537K	0.38%	58
2020 Q2	$4.67M	Buy	46,648 +36,238	+348%	+$3.58M	0.46%	44
2020 Q1	$922K	Sell	10,410 -11,570	-53%	-$1.12M	0.13%	187
2019 Q4	$2.24M	Buy	21,980 +100	+0.5%	+$9.62K	0.24%	105
2019 Q3	$1.97M	Buy	21,880 +1,338	+7%	+$122K	0.26%	94
2019 Q2	$1.9M	Buy	20,542 +90	+0.4%	+$8.09K	0.25%	93
2019 Q1	$1.88M	Buy	20,452 +8,197	+67%	+$739K	0.28%	85
2018 Q4	$1.06M	Sell	12,255 -4,082	-25%	-$369K	0.21%	121
2018 Q3	$1.55M	Buy	16,337 +533	+3%	+$48.2K	0.24%	103
2018 Q2	$1.32M	Buy	15,804 +1,224	+8%	+$101K	0.3%	101
2018 Q1	$1.19M	Buy	14,580 +7,143	+96%	+$608K	0.3%	107
2017 Q4	$615K	Buy	+7,437	New	+$613K	0.23%	128

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

Mutual Advisors's XLV Position: Q2 2026 in Review

Mutual Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, buying an estimated $459K and bringing the position to 26,286 shares worth $4.17M. The position accounts for 0.08% of the portfolio, ranked #250.

Mutual Advisors first reported a position in XLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.58M in Q2 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Mutual Advisors held 26,286 shares of State Street Health Care Select Sector SPDR ETF worth $4.17M as of Q2 2026.
Mutual Advisors bought 3,083 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $459K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #250 holding.
Mutual Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Mutual Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $9.58M in Q2 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.