Naples Global Advisors’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
$308K Buy
1,939
+448
+30% +$66.6K 0.02% 406
2026
Q1
$219K Buy
1,491
+145
+11% +$22.4K 0.02% 425
2025
Q4
$208K Buy
+1,346
New +$202K 0.02% 429
2024
Q2
Sell
-1,623
Closed -$240K 410
2024
Q1
$240K Buy
+1,623
New +$233K 0.02% 370

Other funds holding XLV

Naples Global Advisors's XLV Position: Q2 2026 in Review

Naples Global Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q2 2026, buying an estimated $66.6K and bringing the position to 1,939 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #406.

Naples Global Advisors first reported a position in XLV in Q1 2024 and has held it in 4 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Naples Global Advisors held 1,939 shares of State Street Health Care Select Sector SPDR ETF worth $308K as of Q2 2026.
  • Naples Global Advisors bought 448 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $66.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #406 holding.
  • Naples Global Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.