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Parkside Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Parkside Investments’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 		$11.5M Buy
72,224
+15,270
+27% +$2.27M 1.27% 25
2026
Q1 		$8.35M Sell
56,954
-13,562
-19% -$2.09M 1.01% 28
2025
Q4 		$10.9M Sell
70,516
-5,876
-8% -$880K 1.37% 21
2025
Q3 		$10.6M Sell
76,392
-13,960
-15% -$1.89M 1.33% 21
2025
Q2 		$12.2M Buy
90,352
+8,209
+10% +$1.11M 1.65% 18
2025
Q1 		$12M Buy
82,143
+1,390
+2% +$202K 1.77% 15
2024
Q4 		$11.1M Buy
80,753
+6,279
+8% +$919K 1.67% 19
2024
Q3 		$11.5M Buy
74,474
+5,929
+9% +$899K 1.73% 17
2024
Q2 		$9.99M Sell
68,545
-13,100
-16% -$1.88M 1.58% 22
2024
Q1 		$12.1M Buy
81,645
+450
+0.6% +$64.6K 1.91% 12
2023
Q4 		$11.1M Sell
81,195
-2,500
-3% -$325K 1.87% 14
2023
Q3 		$10.8M Buy
83,695
+1,425
+2% +$189K 1.98% 13
2023
Q2 		$10.9M Buy
82,270
+67,045
+440% +$8.84M 2.04% 13
2023
Q1 		$1.97M Buy
15,225
+5,225
+52% +$683K 0.37% 53
2022
Q4 		$1.36M Buy
+10,000
New +$1.33M 0.27% 56
2020
Q4 		– Sell
-22,158
Closed -$2.34M – 102
2020
Q3 		$2.34M Sell
22,158
-4,064
-15% -$428K 0.61% 58
2020
Q2 		$2.62M Sell
26,222
-16,911
-39% -$1.67M 0.69% 60
2020
Q1 		$3.82M Sell
43,133
-4,950
-10% -$481K 1.26% 32
2019
Q4 		$4.9M Buy
48,083
+700
+1% +$67.3K 1.19% 29
2019
Q3 		$4.27M Buy
47,383
+1,285
+3% +$117K 1.14% 29
2019
Q2 		$4.27M Sell
46,098
-8,205
-15% -$738K 1.11% 34
2019
Q1 		$4.98M Buy
54,303
+30,583
+129% +$2.76M 1.36% 24
2018
Q4 		$2.05M Buy
23,720
+17,720
+295% +$1.6M 0.89% 42
2018
Q3 		$570K Sell
6,000
-6,000
-50% -$542K 0.27% 65
2018
Q2 		$1M Buy
12,000
+5,000
+71% +$414K 0.49% 56
2018
Q1 		$570K Sell
7,000
-20,711
-75% -$1.76M 0.3% 65
2017
Q4 		$2.29M Sell
27,711
-18,990
-41% -$1.57M 1.12% 38
2017
Q3 		$3.82M Buy
46,701
+8,925
+24% +$717K 2.2% 12
2017
Q2 		$2.99M Buy
37,776
+7,314
+24% +$557K 1.86% 22
2017
Q1 		$2.27M Buy
+30,462
New +$2.22M 1.6% 33

Other funds holding XLV

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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Parkside Investments's XLV Position: Q2 2026 in Review

Parkside Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 27% in Q2 2026, buying an estimated $2.27M and bringing the position to 72,224 shares worth $11.5M. The position accounts for 1.27% of the portfolio, ranked #25.

Parkside Investments first reported a position in XLV in Q1 2017 and has held it in 30 quarters since. The position peaked at $12.2M in Q2 2025. 682 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Parkside Investments held 72,224 shares of State Street Health Care Select Sector SPDR ETF worth $11.5M as of Q2 2026.
  • Parkside Investments bought 15,270 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.27M.
  • State Street Health Care Select Sector SPDR ETF made up 1.27% of Parkside Investments's portfolio in Q2 2026, its #25 holding.
  • Parkside Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 30 quarters since.
  • Parkside Investments's State Street Health Care Select Sector SPDR ETF position peaked at $12.2M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.