Quotient Wealth Partners’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
$269K Sell
1,693
-676
-29% -$101K 0.01% 336
2026
Q1
$347K Sell
2,369
-145
-6% -$22.4K 0.01% 260
2025
Q4
$389K Buy
2,514
+280
+13% +$41.9K 0.01% 240
2025
Q3
$311K Sell
2,234
-704
-24% -$95.3K 0.01% 264
2025
Q2
$396K Sell
2,938
-14,943
-84% -$2.02M 0.01% 225
2025
Q1
$2.61M Sell
17,881
-1,998
-10% -$290K 0.08% 62
2024
Q4
$2.73M Sell
19,879
-7,428
-27% -$1.09M 0.09% 56
2024
Q3
$4.21M Sell
27,307
-4,200
-13% -$637K 0.14% 47
2024
Q2
$4.59M Sell
31,507
-318,636
-91% -$45.7M 0.16% 41
2024
Q1
$51.7M Buy
350,143
+60,109
+21% +$8.62M 1.85% 14
2023
Q4
$39.6M Buy
+290,034
New +$37.7M 1.53% 18

Other funds holding XLV

Quotient Wealth Partners's XLV Position: Q2 2026 in Review

Quotient Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 29% in Q2 2026, selling an estimated $101K and leaving 1,693 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #336.

Quotient Wealth Partners first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.7M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Quotient Wealth Partners held 1,693 shares of State Street Health Care Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Quotient Wealth Partners sold 676 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #336 holding.
  • Quotient Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $51.7M in Q1 2024.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.