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

Pacific Wealth Strategies Group’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	$1.65M	Buy	10,379 +995	+11%	+$148K	0.95%	33
2026 Q1	$1.38M	Sell	9,384 -282	-3%	-$43.5K	0.86%	28
2025 Q4	$1.5M	Sell	9,666 -919	-9%	-$138K	0.85%	24
2025 Q3	$1.47M	Sell	10,585 -182	-2%	-$24.6K	0.9%	26
2025 Q2	$1.4M	Buy	10,767 +790	+8%	+$107K	0.92%	25
2025 Q1	$1.46M	Sell	9,977 -50	-0.5%	-$7.26K	1.08%	25
2024 Q4	$1.38M	Buy	10,027 +2,197	+28%	+$322K	0.96%	27
2024 Q3	$1.21M	Buy	7,830 +5,974	+322%	+$906K	0.89%	28
2024 Q2	$271K	Buy	1,856 +230	+14%	+$33K	0.22%	42
2024 Q1	$240K	Hold	1,626	–	–	0.2%	44
2023 Q4	$222K	Hold	1,626	–	–	0.21%	42
2023 Q3	$209K	Sell	1,626 -1	-0.1%	-$133	0.22%	45
2023 Q2	$216K	Buy	1,627 +1	+0.1%	+$132	0.22%	45
2023 Q1	$211K	Hold	1,626	–	–	0.24%	45
2022 Q4	$221K	Sell	1,626 -914	-36%	-$121K	0.3%	40
2022 Q3	$308K	Hold	2,540	–	–	0.43%	35
2022 Q2	$326K	Sell	2,540 -10,342	-80%	-$1.36M	0.42%	37
2022 Q1	$1.76M	Sell	12,882 -100	-0.8%	-$13.2K	0.74%	30
2021 Q4	$1.83M	Sell	12,982 -158	-1%	-$21K	0.64%	38
2021 Q3	$1.67M	Hold	13,140	–	–	0.62%	41
2021 Q2	$1.66M	Sell	13,140 -11	-0.1%	-$1.35K	0.63%	41
2021 Q1	$1.53M	Sell	13,151 -464	-3%	-$53.6K	0.64%	43
2020 Q4	$1.6M	Hold	13,615	–	–	0.69%	41
2020 Q3	$1.44M	Sell	13,615 -446	-3%	-$46.9K	0.75%	40
2020 Q2	$1.41M	Hold	14,061	–	–	0.78%	40
2020 Q1	$1.25M	Sell	14,061 -6,220	-31%	-$604K	0.85%	40
2019 Q4	$2.07M	Sell	20,281 -313	-2%	-$30.1K	1.14%	34
2019 Q3	$1.86M	Buy	20,594 +5,798	+39%	+$529K	1.14%	32
2019 Q2	$1.37M	Buy	14,796 +87	+0.6%	+$7.82K	0.86%	45
2019 Q1	$1.35M	Buy	14,709 +69	+0.5%	+$6.22K	0.87%	43
2018 Q4	$1.27M	Buy	14,640 +533	+4%	+$48.2K	0.91%	41
2018 Q3	$1.34M	Sell	14,107 -415	-3%	-$37.5K	0.86%	44
2018 Q2	$1.21M	Sell	14,522 -323	-2%	-$26.8K	0.84%	44
2018 Q1	$1.21M	Sell	14,845 -1,080	-7%	-$92K	0.86%	47
2017 Q4	$1.32M	Sell	15,925 -9,595	-38%	-$791K	0.94%	42
2017 Q3	$2.09M	Sell	25,520 -3,360	-12%	-$270K	1.65%	22
2017 Q2	$2.29M	Sell	28,880 -2,948	-9%	-$225K	1.95%	14
2017 Q1	$2.37M	Sell	31,828 -7,082	-18%	-$516K	2.05%	12
2016 Q4	$2.68M	Buy	+38,910	New	+$2.7M	2.64%	10

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Pacific Wealth Strategies Group's XLV Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 10,379 shares worth $1.65M. The position accounts for 0.95% of the portfolio, ranked #33.

Pacific Wealth Strategies Group first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.68M in Q4 2016. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pacific Wealth Strategies Group held 10,379 shares of State Street Health Care Select Sector SPDR ETF worth $1.65M as of Q2 2026.
Pacific Wealth Strategies Group bought 995 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $148K.
State Street Health Care Select Sector SPDR ETF made up 0.95% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #33 holding.
Pacific Wealth Strategies Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Pacific Wealth Strategies Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.68M in Q4 2016.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.