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Scharf Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Scharf Investments’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 		$339K Buy
+2,135
New +$318K 0.01% 72
2018
Q1 		– Sell
-8,059
Closed -$666K – 58
2017
Q4 		$666K Buy
+8,059
New +$664K 0.02% 46

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
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
IA
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments's XLV Position: Q2 2026 in Review

Scharf Investments opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,135 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #72 among its holdings. This is a return to the name: Scharf Investments previously reported a position in XLV as recently as Q4 2017.

Scharf Investments first reported a position in XLV in Q4 2017 and has held it in 2 quarters since. The position peaked at $666K in Q4 2017. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Scharf Investments held 2,135 shares of State Street Health Care Select Sector SPDR ETF worth $339K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Scharf Investments position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Scharf Investments's portfolio in Q2 2026, its #72 holding.
  • Scharf Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
  • Scharf Investments's State Street Health Care Select Sector SPDR ETF position peaked at $666K in Q4 2017.
  • 321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.