SSWM
XLV icon

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

Sheets Smith 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 		$352K Hold
2,218
– – 0.04% 337
2026
Q1 		$325K Buy
2,218
+1
+0% +$154 0.04% 342
2025
Q4 		$343K Sell
2,217
-24
-1% -$3.59K 0.04% 329
2025
Q3 		$312K Sell
2,241
-509
-19% -$68.9K 0.04% 337
2025
Q2 		$371K Sell
2,750
-6
-0.2% -$810 0.04% 319
2025
Q1 		$402K Sell
2,756
-260
-9% -$37.8K 0.05% 274
2024
Q4 		$415K Sell
3,016
-277
-8% -$40.5K 0.05% 286
2024
Q3 		$507K Buy
3,293
+30
+0.9% +$4.55K 0.06% 250
2024
Q2 		$476K Sell
3,263
-148
-4% -$21.2K 0.06% 250
2024
Q1 		$504K Buy
3,411
+433
+15% +$62.1K 0.06% 240
2023
Q4 		$406K Sell
2,978
-554
-16% -$72.1K 0.06% 248
2023
Q3 		$455K Buy
3,532
+410
+13% +$54.4K 0.07% 211
2023
Q2 		$414K Buy
3,122
+4
+0.1% +$527 0.06% 228
2023
Q1 		$404K Buy
3,118
+791
+34% +$103K 0.06% 224
2022
Q4 		$316K Hold
2,327
– – 0.05% 249
2022
Q3 		$282K Hold
2,327
– – 0.05% 251
2022
Q2 		$298K Sell
2,327
-128
-5% -$16.8K 0.05% 248
2022
Q1 		$336K Buy
2,455
+250
+11% +$33.1K 0.05% 261
2021
Q4 		$311K Hold
2,205
– – 0.04% 305
2021
Q3 		$281K Buy
2,205
+120
+6% +$15.9K 0.04% 309
2021
Q2 		$263K Buy
2,085
+1
+0% +$123 0.04% 319
2021
Q1 		$243K Hold
2,084
– – 0.04% 300
2020
Q4 		$236K Sell
2,084
-350
-14% -$38.2K 0.04% 304
2020
Q3 		$257K Buy
2,434
+200
+9% +$21.1K 0.04% 252
2020
Q2 		$224K Buy
+2,234
New +$220K 0.04% 230
2016
Q2 		– Sell
-10,056
Closed -$682K – 268
2016
Q1 		$682K Sell
10,056
-7,471
-43% -$500K 0.21% 139
2015
Q4 		$1.26M Sell
17,527
-1,622
-8% -$115K 0.38% 74
2015
Q3 		$1.27M Sell
19,149
-506
-3% -$37K 0.43% 72
2015
Q2 		$1.46M Sell
19,655
-75
-0.4% -$5.56K 0.4% 74
2015
Q1 		$1.43M Buy
19,730
+1
+0% +$71 0.39% 77
2014
Q4 		$1.35M Buy
19,729
+454
+2% +$30.4K 0.35% 81
2014
Q3 		$1.23M Sell
19,275
-542
-3% -$33.9K 0.34% 89
2014
Q2 		$1.21M Sell
19,817
-4,407
-18% -$259K 0.32% 88
2014
Q1 		$1.42M Sell
24,224
-459
-2% -$26.5K 0.4% 68
2013
Q4 		$1.37M Sell
24,683
-1,243
-5% -$66.5K 0.38% 65
2013
Q3 		$1.31M Hold
25,926
– – 0.43% 63
2013
Q2 		$1.23M Buy
+25,926
New +$1.24M 0.42% 67

Other funds holding XLV

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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return