NWWA
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New Wave Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

New Wave Wealth 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 		$3.83M Buy
24,158
+6,716
+39% +$999K 1.04% 23
2026
Q1 		$2.56M Sell
17,442
-4,577
-21% -$706K 0.89% 32
2025
Q4 		$3.41M Buy
22,019
+2,348
+12% +$352K 1.25% 21
2025
Q3 		$2.74M Buy
19,671
+522
+3% +$70.6K 1.07% 26
2025
Q2 		$2.58M Buy
19,149
+110
+0.6% +$14.9K 1.1% 26
2025
Q1 		$2.78M Buy
19,039
+4,318
+29% +$627K 1.25% 25
2024
Q4 		$2.03M Sell
14,721
-2,131
-13% -$312K 0.83% 29
2024
Q3 		$2.6M Sell
16,852
-2,317
-12% -$351K 1.2% 23
2024
Q2 		$2.79M Buy
+19,169
New +$2.75M 1.5% 20

Other funds holding XLV

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
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

New Wave Wealth Advisors's XLV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, buying an estimated $999K and bringing the position to 24,158 shares worth $3.83M. The position accounts for 1.04% of the portfolio, ranked #23.

New Wave Wealth Advisors first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. 747 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • New Wave Wealth Advisors held 24,158 shares of State Street Health Care Select Sector SPDR ETF worth $3.83M as of Q2 2026.
  • New Wave Wealth Advisors bought 6,716 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $999K.
  • State Street Health Care Select Sector SPDR ETF made up 1.04% of New Wave Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • New Wave Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 747 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.