Pettinga Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pettinga Financial 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	$3.47M	Buy	21,894 +13,355	+156%	+$1.99M	0.56%	40
2026 Q1	$1.25M	Sell	8,539 -3,195	-27%	-$493K	0.24%	62
2025 Q4	$1.82M	Sell	11,734 -3,712	-24%	-$556K	0.34%	49
2025 Q3	$2.15M	Buy	15,446 +3,276	+27%	+$443K	0.42%	45
2025 Q2	$1.64M	Sell	12,170 -9,075	-43%	-$1.23M	0.36%	46
2025 Q1	$3.1M	Sell	21,245 -8,744	-29%	-$1.27M	0.73%	37
2024 Q4	$4.13M	Buy	29,989 +17,870	+147%	+$2.62M	0.93%	26
2024 Q3	$1.87M	Sell	12,119 -4,961	-29%	-$752K	0.44%	42
2024 Q2	$2.49M	Sell	17,080 -1,524	-8%	-$219K	0.62%	35
2024 Q1	$2.75M	Sell	18,604 -11,254	-38%	-$1.61M	0.7%	36
2023 Q4	$4.07M	Buy	29,858 +15,506	+108%	+$2.02M	1.09%	23
2023 Q3	$1.85M	Sell	14,352 -1,308	-8%	-$174K	0.56%	36
2023 Q2	$2.08M	Buy	15,660 +1,316	+9%	+$173K	0.62%	34
2023 Q1	$1.86M	Buy	14,344 +9,445	+193%	+$1.23M	0.58%	34
2022 Q4	$666K	Sell	4,899 -5,235	-52%	-$694K	0.22%	58
2022 Q3	$1.23M	Sell	10,134 -8,387	-45%	-$1.08M	0.42%	44
2022 Q2	$2.38M	Sell	18,521 -1,426	-7%	-$187K	0.71%	35
2022 Q1	$2.73M	Sell	19,947 -4,594	-19%	-$608K	0.68%	36
2021 Q4	$3.46M	Sell	24,541 -10,495	-30%	-$1.39M	0.84%	30
2021 Q3	$4.46M	Buy	35,036 +3,329	+10%	+$440K	1.14%	23
2021 Q2	$3.99M	Buy	31,707 +394	+1%	+$48.3K	1.07%	24
2021 Q1	$3.65M	Buy	31,313 +13,333	+74%	+$1.54M	1.07%	28
2020 Q4	$2.04M	Buy	17,980 +10,580	+143%	+$1.15M	0.73%	30
2020 Q3	$781K	Sell	7,400 -700	-9%	-$73.7K	0.33%	42
2020 Q2	$811K	Sell	8,100 -7,100	-47%	-$701K	0.39%	36
2020 Q1	$1.35M	Buy	15,200 +5,950	+64%	+$578K	0.91%	23
2019 Q4	$942K	Sell	9,250 -10,610	-53%	-$1.02M	0.5%	37
2019 Q3	$1.79M	Buy	19,860 +5,735	+41%	+$524K	0.96%	21
2019 Q2	$1.31M	Buy	14,125 +9,515	+206%	+$855K	0.68%	29
2019 Q1	$423K	Sell	4,610 -1,640	-26%	-$148K	0.23%	58
2018 Q4	$541K	Buy	+6,250	New	+$566K	0.36%	46

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

Pettinga Financial Advisors's XLV Position: Q2 2026 in Review

Pettinga Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 156% in Q2 2026, buying an estimated $1.99M and bringing the position to 21,894 shares worth $3.47M. The position accounts for 0.56% of the portfolio, ranked #40.

Pettinga Financial Advisors first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.46M in Q3 2021. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pettinga Financial Advisors held 21,894 shares of State Street Health Care Select Sector SPDR ETF worth $3.47M as of Q2 2026.
Pettinga Financial Advisors bought 13,355 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.99M.
State Street Health Care Select Sector SPDR ETF made up 0.56% of Pettinga Financial Advisors's portfolio in Q2 2026, its #40 holding.
Pettinga Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.46M in Q3 2021.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.