Physician Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Physician Wealth 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	$109K	Buy	688 +1	+0.1%	+$149	0.01%	298
2026 Q1	$101K	Buy	687 +34	+5%	+$5.25K	0.01%	281
2025 Q4	$101K	Hold	653	–	–	0.01%	274
2025 Q3	$90.9K	Hold	653	–	–	0.01%	284
2025 Q2	$88.1K	Buy	653 +40	+7%	+$5.4K	0.01%	278
2025 Q1	$89.5K	Hold	613	–	–	0.02%	269
2024 Q4	$84.4K	Buy	+613	New	+$89.7K	0.01%	277

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Physician Wealth Advisors's XLV Position: Q2 2026 in Review

Physician Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q2 2026, buying an estimated $149 and bringing the position to 688 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #298.

Physician Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Physician Wealth Advisors held 688 shares of State Street Health Care Select Sector SPDR ETF worth $109K as of Q2 2026.
Physician Wealth Advisors bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #298 holding.
Physician Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.