SeaCrest Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SeaCrest Wealth Management’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	$480K	Sell	3,022 -332	-10%	-$49.4K	0.05%	294
2026 Q1	$492K	Sell	3,354 -142	-4%	-$21.9K	0.05%	328
2025 Q4	$558K	Buy	3,496 +770	+28%	+$115K	0.06%	294
2025 Q3	$394K	Sell	2,726 -859	-24%	-$116K	0.04%	378
2025 Q2	$483K	Sell	3,585 -95	-3%	-$12.8K	0.05%	324
2025 Q1	$537K	Buy	3,680 +532	+17%	+$77.3K	0.06%	311
2024 Q4	$433K	Buy	3,148 +386	+14%	+$56.5K	0.05%	380
2024 Q3	$425K	Sell	2,762 -45	-2%	-$6.82K	0.05%	383
2024 Q2	$409K	Buy	2,807 +598	+27%	+$85.8K	0.05%	370
2024 Q1	$326K	Sell	2,209 -424	-16%	-$60.8K	0.04%	418
2023 Q4	$366K	Sell	2,633 -13	-0.5%	-$1.69K	0.05%	395
2023 Q3	$341K	Sell	2,646 -129	-5%	-$17.1K	0.04%	415
2023 Q2	$368K	Sell	2,775 -34	-1%	-$4.48K	0.05%	412
2023 Q1	$364K	Buy	2,809 +27	+1%	+$3.53K	0.05%	413
2022 Q4	$378K	Buy	2,782 +29	+1%	+$3.84K	0.05%	394
2022 Q3	$333K	Sell	2,753 -291	-10%	-$37.5K	0.05%	411
2022 Q2	$390K	Buy	3,044 +341	+13%	+$44.7K	0.05%	392
2022 Q1	$370K	Sell	2,703 -117	-4%	-$15.5K	0.04%	452
2021 Q4	$397K	Buy	2,820 +116	+4%	+$15.4K	0.04%	422
2021 Q3	$344K	Buy	2,704 +324	+14%	+$42.8K	0.04%	459
2021 Q2	$300K	Buy	2,380 +188	+9%	+$23K	0.04%	501
2021 Q1	$256K	Sell	2,192 -117	-5%	-$13.5K	0.03%	517
2020 Q4	$262K	Buy	2,309 +57	+3%	+$6.22K	0.04%	476
2020 Q3	$238K	Sell	2,252 -138	-6%	-$14.5K	0.04%	469
2020 Q2	$239K	Buy	+2,390	New	+$236K	0.04%	459
2019 Q2	–	Sell	-1,198	Closed	-$110K	–	1875
2019 Q1	$110K	Sell	1,198 -4	-0.3%	-$361	0.02%	658
2018 Q4	$104K	Buy	1,202 +39	+3%	+$3.53K	0.02%	650
2018 Q3	$111K	Buy	1,163 +2	+0.2%	+$181	0.02%	712
2018 Q2	$97K	Buy	1,161 +1	+0.1%	+$83	0.02%	731
2018 Q1	$94K	Sell	1,160 -241	-17%	-$20.5K	0.02%	726
2017 Q4	$116K	Buy	+1,401	New	+$116K	0.02%	662

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

SeaCrest Wealth Management's XLV Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.9% in Q2 2026, selling an estimated $49.4K and leaving 3,022 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #294.

SeaCrest Wealth Management first reported a position in XLV in Q4 2017 and has held it in 31 quarters since. The position peaked at $558K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SeaCrest Wealth Management held 3,022 shares of State Street Health Care Select Sector SPDR ETF worth $480K as of Q2 2026.
SeaCrest Wealth Management sold 332 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $49.4K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #294 holding.
SeaCrest Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
SeaCrest Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $558K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.