Pacific Capital Wealth 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
$329K Hold
2,073
0.05% 72
2026
Q1
$304K Hold
2,073
0.05% 72
2025
Q4
$321K Hold
2,073
0.06% 62
2025
Q3
$288K Hold
2,073
0.05% 65
2025
Q2
$279K Sell
2,073
-914
-31% -$123K 0.05% 69
2025
Q1
$436K Hold
2,987
0.08% 57
2024
Q4
$411K Hold
2,987
0.07% 54
2024
Q3
$460K Hold
2,987
0.08% 54
2024
Q2
$435K Buy
2,987
+2,073
+227% +$297K 0.08% 48
2024
Q1
$135K Hold
914
0.03% 81
2023
Q4
$125K Buy
+914
New +$119K 0.03% 85

Other funds holding XLV

Pacific Capital Wealth Advisors's XLV Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,073 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #72.

Pacific Capital Wealth Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Pacific Capital Wealth Advisors held 2,073 shares of State Street Health Care Select Sector SPDR ETF worth $329K as of Q2 2026.
  • Pacific Capital Wealth Advisors 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 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Pacific Capital Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Pacific Capital Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $460K in Q3 2024.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.