Pacific Capital Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pacific Capital 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	$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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return