SIA
XLV icon

Sage Investment Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sage Investment Advisers’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 		$567K Sell
3,576
-2,006
-36% -$298K 0.38% 52
2026
Q1 		$825K Buy
5,582
+198
+4% +$30.5K 0.61% 43
2025
Q4 		$833K Buy
+5,384
New +$806K 0.62% 42

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Sage Investment Advisers's XLV Position: Q2 2026 in Review

Sage Investment Advisers reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 36% in Q2 2026, selling an estimated $298K and leaving 3,576 shares worth $567K. The position accounts for 0.38% of the portfolio, ranked #52.

Sage Investment Advisers first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $833K in Q4 2025. 881 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Sage Investment Advisers held 3,576 shares of State Street Health Care Select Sector SPDR ETF worth $567K as of Q2 2026.
  • Sage Investment Advisers sold 2,006 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298K.
  • State Street Health Care Select Sector SPDR ETF made up 0.38% of Sage Investment Advisers's portfolio in Q2 2026, its #52 holding.
  • Sage Investment Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Sage Investment Advisers's State Street Health Care Select Sector SPDR ETF position peaked at $833K in Q4 2025.
  • 881 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.