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Peterson Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Peterson Wealth Services’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 		$9.2K Hold
58
– – ﹤0.01% 187
2026
Q1 		$8.5K Hold
58
– – ﹤0.01% 187
2025
Q4 		$8.98K Sell
58
-2,025
-97% -$303K ﹤0.01% 183
2025
Q3 		$8.07K Buy
2,083
+2,025
+3,491% +$274K ﹤0.01% 188
2025
Q2 		$7.82K Hold
58
– – ﹤0.01% 182
2025
Q1 		$8.47K Hold
58
– – ﹤0.01% 184
2024
Q4 		$7.98K Hold
58
– – ﹤0.01% 185
2024
Q3 		$8.93K Buy
+58
New +$8.79K ﹤0.01% 188
2023
Q2 		– Sell
-31,561
Closed -$4.08M – 99
2023
Q1 		$4.08M Buy
31,561
+16,924
+116% +$2.21M 2.1% 13
2022
Q4 		$1.99M Buy
+14,637
New +$1.94M 1.14% 30

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Peterson Wealth Services's XLV Position: Q2 2026 in Review

Peterson Wealth Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 58 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Peterson Wealth Services first reported a position in XLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.08M in Q1 2023. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Peterson Wealth Services held 58 shares of State Street Health Care Select Sector SPDR ETF worth $9.2K as of Q2 2026.
  • Peterson Wealth Services 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 ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #187 holding.
  • Peterson Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
  • Peterson Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $4.08M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.