Shulman DeMeo Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shulman DeMeo Asset 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	$235K	Sell	1,481 -109	-7%	-$16.2K	0.04%	125
2026 Q1	$233K	Sell	1,590 -117	-7%	-$18K	0.05%	121
2025 Q4	$264K	Buy	1,707 +115	+7%	+$17.2K	0.06%	98
2025 Q3	$222K	Sell	1,592 -55	-3%	-$7.44K	0.05%	106
2025 Q2	$222K	Sell	1,647 -58	-3%	-$7.83K	0.06%	108
2025 Q1	$249K	Sell	1,705 -330	-16%	-$47.9K	0.07%	98
2024 Q4	$280K	Buy	2,035 +269	+15%	+$39.4K	0.08%	95
2024 Q3	$272K	Buy	1,766 +27	+2%	+$4.09K	0.07%	108
2024 Q2	$253K	Hold	1,739	–	–	0.07%	109
2024 Q1	$257K	Sell	1,739 -566	-25%	-$81.2K	0.07%	109
2023 Q4	$314K	Buy	2,305 +573	+33%	+$74.5K	0.09%	96
2023 Q3	$223K	Buy	1,732 +4	+0.2%	+$531	0.07%	112
2023 Q2	$229K	Sell	1,728 -1,473	-46%	-$194K	0.07%	112
2023 Q1	$414K	Buy	3,201 +9	+0.3%	+$1.18K	0.13%	76
2022 Q4	$434K	Buy	3,192 +61	+2%	+$8.08K	0.14%	74
2022 Q3	$379K	Buy	3,131 +9	+0.3%	+$1.16K	0.13%	77
2022 Q2	$400K	Sell	3,122 -1,899	-38%	-$249K	0.13%	78
2022 Q1	$688K	Buy	5,021 +12	+0.2%	+$1.59K	0.19%	52
2021 Q4	$706K	Buy	+5,009	New	+$665K	0.18%	47
2021 Q3	–	Sell	-4,859	Closed	-$612K	–	140
2021 Q2	$612K	Sell	4,859 -545	-10%	-$66.8K	0.24%	23
2021 Q1	$631K	Sell	5,404 -1	-0%	-$115	0.17%	57
2020 Q4	$613K	Buy	5,405 +1,340	+33%	+$146K	0.17%	58
2020 Q3	$429K	Buy	4,065 +121	+3%	+$12.7K	0.14%	68
2020 Q2	$395K	Sell	3,944 -345	-8%	-$34K	0.15%	67
2020 Q1	$380K	Sell	4,289 -1,659	-28%	-$161K	0.18%	56
2019 Q4	$606K	Buy	5,948 +1,488	+33%	+$143K	0.21%	53
2019 Q3	$402K	Buy	4,460 +15	+0.3%	+$1.37K	0.13%	78
2019 Q2	$412K	Sell	4,445 -267	-6%	-$24K	0.15%	71
2019 Q1	$432K	Sell	4,712 -219	-4%	-$19.7K	0.16%	62
2018 Q4	$427K	Buy	+4,931	New	+$446K	0.24%	38

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Shulman DeMeo Asset Management's XLV Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.9% in Q2 2026, selling an estimated $16.2K and leaving 1,481 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #125.

Shulman DeMeo Asset Management first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $706K in Q4 2021. 302 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Shulman DeMeo Asset Management held 1,481 shares of State Street Health Care Select Sector SPDR ETF worth $235K as of Q2 2026.
Shulman DeMeo Asset Management sold 109 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #125 holding.
Shulman DeMeo Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $706K in Q4 2021.
302 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.