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

Quattro 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	$3.02M	Sell	19,003 -2,958	-13%	-$440K	0.64%	32
2026 Q1	$3.22M	Buy	21,961 +5,248	+31%	+$810K	0.97%	31
2025 Q4	$2.59M	Buy	16,713 +34	+0.2%	+$5.09K	0.77%	36
2025 Q3	$2.32M	Buy	16,679 +3,123	+23%	+$423K	0.73%	36
2025 Q2	$1.83M	Sell	13,556 -1,382	-9%	-$187K	0.64%	39
2025 Q1	$2.18M	Buy	14,938 +1,752	+13%	+$255K	0.75%	36
2024 Q4	$1.87M	Hold	13,186	–	–	0.48%	39
2024 Q3	$2.03M	Hold	13,186	–	–	0.57%	36
2024 Q2	$1.92M	Sell	13,186 -386	-3%	-$55.4K	0.5%	39
2024 Q1	$2M	Buy	13,572 +13,436	+9,879%	+$1.93M	0.57%	37
2023 Q4	$3.55M	Sell	136 -30,577	-100%	-$3.98M	1.23%	21
2023 Q3	$3.95M	Sell	30,713 -25,656	-46%	-$3.41M	1.72%	20
2023 Q2	$7.48M	Sell	56,369 -11,684	-17%	-$1.54M	2.97%	10
2023 Q1	$8.81M	Sell	68,053 -6,167	-8%	-$806K	3.61%	11
2022 Q4	$10.1M	Sell	74,220 -17,076	-19%	-$2.26M	4.03%	10
2022 Q3	$11.1M	Sell	91,296 -1,158	-1%	-$149K	4.42%	6
2022 Q2	$11.9M	Buy	92,454 +10,080	+12%	+$1.32M	4.03%	8
2022 Q1	$11.3M	Buy	82,374 +6,865	+9%	+$909K	3.8%	8
2021 Q4	$10.6M	Sell	75,509 -36,522	-33%	-$4.85M	3.76%	5
2021 Q3	$14.6M	Buy	112,031 +22,490	+25%	+$2.97M	3.89%	7
2021 Q2	$11.5M	Sell	89,541 -6,746	-7%	-$827K	3.07%	10
2021 Q1	$11.7M	Sell	96,287 -16,164	-14%	-$1.87M	2.65%	10
2020 Q4	$13.2M	Sell	112,451 -1,765	-2%	-$193K	3.47%	10
2020 Q3	$12.2M	Sell	114,216 -20,795	-15%	-$2.19M	2.93%	10
2020 Q2	$13.6M	Sell	135,011 -26,617	-16%	-$2.63M	3.56%	10
2020 Q1	$10.9M	Buy	161,628 +150,299	+1,327%	+$14.6M	3.96%	10
2019 Q4	$1.17M	Buy	11,329 +3,155	+39%	+$303K	0.38%	36
2019 Q3	$724K	Hold	8,174	–	–	0.22%	42
2019 Q2	$757K	Buy	+8,174	New	+$735K	0.23%	31
2019 Q1	–	Sell	-19,352	Closed	-$1.72M	–	84
2018 Q4	$1.72M	Sell	19,352 -41,101	-68%	-$3.72M	0.59%	32
2018 Q3	$5.68M	Buy	60,453 +17,248	+40%	+$1.56M	2.07%	14
2018 Q2	$3.66M	Sell	43,205 -6,301	-13%	-$522K	1.82%	18
2018 Q1	$4.03M	Sell	49,506 -59,105	-54%	-$5.03M	1.59%	20
2017 Q4	$9.28M	Buy	108,611 +7,870	+8%	+$649K	2.56%	19
2017 Q3	$8.34M	Buy	100,741 +54,785	+119%	+$4.4M	2.47%	16
2017 Q2	$3.64M	Sell	45,956 -2,578	-5%	-$196K	1.48%	25
2017 Q1	$3.61M	Buy	+48,534	New	+$3.54M	1.81%	23

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

Quattro Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $440K and leaving 19,003 shares worth $3.02M. The position accounts for 0.64% of the portfolio, ranked #32.

Quattro Financial Advisors first reported a position in XLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.6M in Q3 2021. 484 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Quattro Financial Advisors held 19,003 shares of State Street Health Care Select Sector SPDR ETF worth $3.02M as of Q2 2026.
Quattro Financial Advisors sold 2,958 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $440K.
State Street Health Care Select Sector SPDR ETF made up 0.64% of Quattro Financial Advisors's portfolio in Q2 2026, its #32 holding.
Quattro Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Quattro Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $14.6M in Q3 2021.
484 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.