Sheets Smith Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
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
HIIFS
Sheets Smith Wealth Management's XLV Position: Q2 2026 in Review
Sheets Smith Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,218 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #337.
Sheets Smith Wealth Management first reported a position in XLV in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.46M in Q2 2015. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Sheets Smith Wealth Management held 2,218 shares of State Street Health Care Select Sector SPDR ETF worth $352K as of Q2 2026.
- Sheets Smith Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Health Care Select Sector SPDR ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #337 holding.
- Sheets Smith Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
- Sheets Smith Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.46M in Q2 2015.
- 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.