Private Wealth Advisors (California)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Wealth Advisors (California)’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	$15M	Buy	94,801 +28,477	+43%	+$4.24M	3.85%	4
2026 Q1	$9.72M	Buy	66,324 +15,827	+31%	+$2.44M	2.73%	5
2025 Q4	$7.82M	Buy	50,497 +14,689	+41%	+$2.2M	2.5%	10
2025 Q3	$4.98M	Buy	35,808 +9,925	+38%	+$1.34M	1.68%	16
2025 Q2	$3.49M	Sell	25,883 -48,270	-65%	-$6.52M	1.28%	32
2025 Q1	$10.8M	Sell	74,153 -6,733	-8%	-$978K	3.92%	4
2024 Q4	$11.1M	Sell	80,886 -1,686	-2%	-$247K	4.36%	4
2024 Q3	$12.7M	Sell	82,572 -18,066	-18%	-$2.74M	4.85%	3
2024 Q2	$14.6M	Buy	100,638 +18,960	+23%	+$2.72M	5.62%	4
2024 Q1	$12.1M	Sell	81,678 -4,156	-5%	-$596K	4.91%	2
2023 Q4	$11.7M	Sell	85,834 -11,045	-11%	-$1.44M	4.57%	4
2023 Q3	$12.5M	Sell	96,879 -696	-0.7%	-$92.4K	5.28%	4
2023 Q2	$13M	Buy	97,575 +172	+0.2%	+$22.7K	5.29%	5
2023 Q1	$12.6M	Buy	97,403 +33,978	+54%	+$4.44M	5.3%	5
2022 Q4	$8.62M	Sell	63,425 -1,446	-2%	-$192K	2.9%	9
2022 Q3	$7.86M	Buy	64,871 +199	+0.3%	+$25.6K	3.66%	8
2022 Q2	$8.53M	Buy	64,672 +16,712	+35%	+$2.19M	3.15%	10
2022 Q1	$6.57M	Buy	47,960 +818	+2%	+$108K	2.1%	16
2021 Q4	$6.64M	Sell	47,142 -1,203	-2%	-$160K	1.42%	22
2021 Q3	$6.38M	Sell	48,345 -2,036	-4%	-$269K	1.53%	20
2021 Q2	$6.34M	Sell	50,381 -2,637	-5%	-$323K	1.95%	14
2021 Q1	$6.19M	Sell	53,018 -15,015	-22%	-$1.73M	2.1%	12
2020 Q4	$7.96M	Sell	68,033 -6,128	-8%	-$669K	2.75%	12
2020 Q3	$7.82M	Buy	74,161 +9,210	+14%	+$969K	4.05%	9
2020 Q2	$6.5M	Buy	64,951 +22,552	+53%	+$2.23M	4.53%	10
2020 Q1	$3.76M	Sell	42,399 -19,692	-32%	-$1.91M	3.08%	14
2019 Q4	$6.33M	Buy	62,091 +15,525	+33%	+$1.49M	3.64%	9
2019 Q3	$4.2M	Buy	46,566 +10,405	+29%	+$950K	2.73%	11
2019 Q2	$3.32M	Hold	36,161	–	–	2.26%	15
2019 Q1	$3.32M	Buy	36,161 +5,148	+17%	+$464K	2.26%	15
2018 Q4	$2.68M	Buy	+31,013	New	+$2.81M	2.17%	15

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

Private Wealth Advisors (California)'s XLV Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 43% in Q2 2026, buying an estimated $4.24M and bringing the position to 94,801 shares worth $15M. The position accounts for 3.85% of the portfolio, ranked #4.

Private Wealth Advisors (California) first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Private Wealth Advisors (California) held 94,801 shares of State Street Health Care Select Sector SPDR ETF worth $15M as of Q2 2026.
Private Wealth Advisors (California) bought 28,477 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.24M.
State Street Health Care Select Sector SPDR ETF made up 3.85% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #4 holding.
Private Wealth Advisors (California) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.