N.E.W. Advisory Services’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
$203K Hold
1,279
0.01% 215
2026
Q1
$188K Sell
1,279
-38
-3% -$5.86K 0.01% 218
2025
Q4
$204K Buy
1,317
+147
+13% +$22K 0.02% 206
2025
Q3
$163K Hold
1,170
0.01% 203
2025
Q2
$158K Sell
1,170
-214
-15% -$28.9K 0.02% 204
2025
Q1
$202K Buy
+1,384
New +$201K 0.02% 201
2024
Q3
Sell
-1,869
Closed -$272K 188
2024
Q2
$272K Buy
1,869
+122
+7% +$17.5K 0.03% 147
2024
Q1
$258K Buy
1,747
+202
+13% +$29K 0.03% 145
2023
Q4
$211K Buy
+1,545
New +$201K 0.03% 156
2023
Q1
Sell
-1,485
Closed -$202K 134
2022
Q4
$202K Sell
1,485
-1,446
-49% -$192K 0.03% 129
2022
Q3
$355K Buy
2,931
+119
+4% +$15.3K 0.06% 89
2022
Q2
$361K Sell
2,812
-376
-12% -$49.3K 0.06% 87
2022
Q1
$374K Buy
3,188
+528
+20% +$69.9K 0.07% 92
2021
Q4
$375K Sell
2,660
-278
-9% -$36.9K 0.06% 101
2021
Q3
$374K Sell
2,938
-200
-6% -$26.4K 0.06% 99
2021
Q2
$396K Sell
3,138
-50
-2% -$6.13K 0.07% 94
2021
Q1
$372K Sell
3,188
-121
-4% -$14K 0.07% 93
2020
Q4
$374K Buy
+3,309
New +$361K 0.08% 97

Other funds holding XLV

N.E.W. Advisory Services's XLV Position: Q2 2026 in Review

N.E.W. Advisory Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,279 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #215.

N.E.W. Advisory Services first reported a position in XLV in Q4 2020 and has held it in 18 quarters since. The position peaked at $396K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • N.E.W. Advisory Services held 1,279 shares of State Street Health Care Select Sector SPDR ETF worth $203K as of Q2 2026.
  • N.E.W. Advisory Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #215 holding.
  • N.E.W. Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • N.E.W. Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $396K in Q2 2021.
  • 1,349 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.