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New England Capital Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

New England Capital Financial 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 		$10K Sell
63
-38
-38% -$5.65K ﹤0.01% 273
2026
Q1 		$14.9K Hold
101
– – ﹤0.01% 223
2025
Q4 		$15.7K Buy
101
+38
+60% +$5.69K 0.01% 219
2025
Q3 		$8.77K Hold
63
– – ﹤0.01% 272
2025
Q2 		$8.49K Hold
63
– – ﹤0.01% 263
2025
Q1 		$9.2K Sell
63
-1,295
-95% -$188K ﹤0.01% 241
2024
Q4 		$187K Sell
1,358
-21,021
-94% -$3.08M 0.09% 54
2024
Q3 		$3.45M Buy
22,379
+234
+1% +$35.5K 1.79% 13
2024
Q2 		$3.23M Buy
22,145
+350
+2% +$50.2K 1.8% 12
2024
Q1 		$3.22M Buy
21,795
+1,251
+6% +$179K 1.82% 12
2023
Q4 		$2.8M Buy
20,544
+1,856
+10% +$241K 1.68% 13
2023
Q3 		$2.41M Buy
18,688
+697
+4% +$92.5K 1.66% 14
2023
Q2 		$2.39M Buy
17,991
+958
+6% +$126K 1.58% 14
2023
Q1 		$2.21M Sell
17,033
-95
-0.6% -$12.4K 1.56% 15
2022
Q4 		$2.29M Buy
+17,128
New +$2.27M 1.63% 14

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
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

New England Capital Financial Advisors's XLV Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q2 2026, selling an estimated $5.65K and leaving 63 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

New England Capital Financial Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.45M in Q3 2024. 985 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • New England Capital Financial Advisors held 63 shares of State Street Health Care Select Sector SPDR ETF worth $10K as of Q2 2026.
  • New England Capital Financial Advisors sold 38 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.65K.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #273 holding.
  • New England Capital Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.45M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.