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

San Luis 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	$670K	Buy	4,224 +48	+1%	+$7.14K	0.1%	121
2026 Q1	$612K	Buy	4,176 +32	+0.8%	+$4.94K	0.1%	113
2025 Q4	$641K	Buy	4,144 +14	+0.3%	+$2.1K	0.11%	116
2025 Q3	$575K	Sell	4,130 -10	-0.2%	-$1.35K	0.1%	113
2025 Q2	$558K	Sell	4,140 -88	-2%	-$11.9K	0.12%	98
2025 Q1	$617K	Sell	4,228 -30	-0.7%	-$4.36K	0.14%	77
2024 Q4	$586K	Sell	4,258 -158	-4%	-$23.1K	0.11%	92
2024 Q3	$680K	Sell	4,416 -1,318	-23%	-$200K	0.14%	77
2024 Q2	$836K	Sell	5,734 -22,740	-80%	-$3.26M	0.2%	52
2024 Q1	$4.21M	Buy	28,474 +692	+2%	+$99.3K	2.21%	11
2023 Q4	$3.79M	Buy	27,782 +3,285	+13%	+$427K	1.6%	18
2023 Q3	$3.15M	Buy	24,497 +1,046	+4%	+$139K	1.52%	17
2023 Q2	$3.11M	Sell	23,451 -1,453	-6%	-$192K	1.1%	20
2023 Q1	$3.22M	Buy	24,904 +12,514	+101%	+$1.63M	1.24%	19
2022 Q4	$1.68M	Buy	12,390 +2,843	+30%	+$377K	1.57%	22
2022 Q3	$1.16M	Sell	9,547 -1,033	-10%	-$133K	1.21%	25
2022 Q2	$1.36M	Buy	10,580 +3,450	+48%	+$452K	1.56%	18
2022 Q1	$1M	Hold	7,130	–	–	0.49%	44
2021 Q4	$1M	Hold	7,130	–	–	1.02%	24
2021 Q3	$908K	Buy	+7,130	New	+$942K	0.51%	57
2020 Q4	$853K	Buy	+7,519	New	+$821K	0.55%	47

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

San Luis Wealth Advisors's XLV Position: Q2 2026 in Review

San Luis Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 4,224 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #121.

San Luis Wealth Advisors first reported a position in XLV in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.21M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

San Luis Wealth Advisors held 4,224 shares of State Street Health Care Select Sector SPDR ETF worth $670K as of Q2 2026.
San Luis Wealth Advisors bought 48 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $7.14K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of San Luis Wealth Advisors's portfolio in Q2 2026, its #121 holding.
San Luis Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
San Luis Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.21M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.