Perryman Financial Advisory’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
$459K Sell
2,893
-237
-8% -$35.3K 0.06% 141
2026
Q1
$459K Sell
3,130
-39
-1% -$6.02K 0.07% 130
2025
Q4
$491K Buy
+3,169
New +$475K 0.07% 124

Other funds holding XLV

Perryman Financial Advisory's XLV Position: Q2 2026 in Review

Perryman Financial Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.6% in Q2 2026, selling an estimated $35.3K and leaving 2,893 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #141.

Perryman Financial Advisory first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Perryman Financial Advisory held 2,893 shares of State Street Health Care Select Sector SPDR ETF worth $459K as of Q2 2026.
  • Perryman Financial Advisory sold 237 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #141 holding.
  • Perryman Financial Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $491K in Q4 2025.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.