Primoris Wealth Advisors’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
$3.68M Buy
23,166
+21,073
+1,007% +$3.14M 1.68% 16
2026
Q1
$307K Sell
2,093
-119
-5% -$18.4K 0.21% 74
2025
Q4
$342K Buy
2,212
+192
+10% +$28.8K 0.2% 84
2025
Q3
$281K Sell
2,020
-286
-12% -$38.7K 0.18% 84
2025
Q2
$311K Sell
2,306
-89
-4% -$12K 0.21% 78
2025
Q1
$350K Sell
2,395
-395
-14% -$57.4K 0.27% 72
2024
Q4
$384K Sell
2,790
-6,771
-71% -$991K 0.29% 64
2024
Q3
$1.47M Sell
9,561
-790
-8% -$120K 1.07% 35
2024
Q2
$1.51M Buy
10,351
+65
+0.6% +$9.32K 1.2% 26
2024
Q1
$1.52M Sell
10,286
-279
-3% -$40K 1.21% 29
2023
Q4
$1.44M Sell
10,565
-560
-5% -$72.8K 1.36% 27
2023
Q3
$1.43M Sell
11,125
-19,580
-64% -$2.6M 1.73% 18
2023
Q2
$4.08M Buy
+30,705
New +$4.05M 4.47% 6

Other funds holding XLV

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

Primoris Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1,007% in Q2 2026, buying an estimated $3.14M and bringing the position to 23,166 shares worth $3.68M. The position accounts for 1.68% of the portfolio, ranked #16.

Primoris Wealth Advisors first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.08M in Q2 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Primoris Wealth Advisors held 23,166 shares of State Street Health Care Select Sector SPDR ETF worth $3.68M as of Q2 2026.
  • Primoris Wealth Advisors bought 21,073 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.14M.
  • State Street Health Care Select Sector SPDR ETF made up 1.68% of Primoris Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Primoris Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Primoris Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.08M in Q2 2023.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.