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

Regent Peak 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	$489K	Sell	3,084 -293	-9%	-$43.6K	0.09%	98
2026 Q1	$495K	Sell	3,377 -469	-12%	-$72.3K	0.1%	86
2025 Q4	$595K	Sell	3,846 -282	-7%	-$42.2K	0.12%	77
2025 Q3	$575K	Buy	+4,128	New	+$559K	0.12%	79
2025 Q1	$602K	Buy	4,122 +7	+0.2%	+$1.02K	0.14%	71
2024 Q4	$566K	Buy	4,115 +8	+0.2%	+$1.17K	0.13%	75
2024 Q3	$633K	Sell	4,107 -2	-0%	-$303	0.15%	76
2024 Q2	$599K	Sell	4,109 -327	-7%	-$46.9K	0.14%	80
2024 Q1	$655K	Buy	4,436 +297	+7%	+$42.6K	0.17%	76
2023 Q4	$565K	Sell	4,139 -515	-11%	-$67K	0.15%	76
2023 Q3	$599K	Sell	4,654 -317	-6%	-$42.1K	0.18%	72
2023 Q2	$660K	Sell	4,971 -87	-2%	-$11.5K	0.19%	69
2023 Q1	$655K	Buy	5,058 +12	+0.2%	+$1.57K	0.2%	69
2022 Q4	$686K	Sell	5,046 -517	-9%	-$68.5K	0.22%	70
2022 Q3	$673K	Buy	5,563 +541	+11%	+$69.7K	0.24%	71
2022 Q2	$644K	Sell	5,022 -255	-5%	-$33.4K	0.21%	67
2022 Q1	$723K	Buy	5,277 +10	+0.2%	+$1.32K	0.21%	66
2021 Q4	$742K	Buy	5,267 +11	+0.2%	+$1.46K	0.2%	68
2021 Q3	$669K	Buy	5,256 +11	+0.2%	+$1.45K	0.19%	76
2021 Q2	$693K	Sell	5,245 -317	-6%	-$38.9K	0.19%	73
2021 Q1	$649K	Buy	5,562 +1,195	+27%	+$138K	0.21%	76
2020 Q4	$495K	Buy	4,367 +339	+8%	+$37K	0.17%	83
2020 Q3	$425K	Buy	+4,028	New	+$424K	0.18%	78
2020 Q1	–	Sell	-2,458	Closed	-$250K	–	130
2019 Q4	$250K	Buy	+2,458	New	+$236K	0.11%	114

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Regent Peak Wealth Advisors's XLV Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.7% in Q2 2026, selling an estimated $43.6K and leaving 3,084 shares worth $489K. The position accounts for 0.09% of the portfolio, ranked #98.

Regent Peak Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 24 quarters since. The position peaked at $742K in Q4 2021. 368 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Regent Peak Wealth Advisors held 3,084 shares of State Street Health Care Select Sector SPDR ETF worth $489K as of Q2 2026.
Regent Peak Wealth Advisors sold 293 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $43.6K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Regent Peak Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
Regent Peak Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $742K in Q4 2021.
368 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.