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

Smith Salley 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 		$1.39M Hold
8,744
– – 0.06% 141
2026
Q1 		$1.28M Sell
8,744
-205
-2% -$31.6K 0.06% 140
2025
Q4 		$1.39M Sell
8,949
-46
-0.5% -$6.89K 0.07% 139
2025
Q3 		$1.25M Hold
8,995
– – 0.06% 135
2025
Q2 		$1.21M Sell
8,995
-71
-0.8% -$9.59K 0.07% 135
2025
Q1 		$1.32M Sell
9,066
-210
-2% -$30.5K 0.09% 125
2024
Q4 		$1.28M Buy
9,276
+67
+0.7% +$9.8K 0.08% 131
2024
Q3 		$1.42M Hold
9,209
– – 0.09% 121
2024
Q2 		$1.34M Buy
9,209
+843
+10% +$121K 0.1% 119
2024
Q1 		$1.24M Buy
8,366
+468
+6% +$67.1K 0.1% 117
2023
Q4 		$1.08M Hold
7,898
– – 0.07% 133
2023
Q3 		$1.02M Sell
7,898
-76
-1% -$10.1K 0.08% 125
2023
Q2 		$1.06M Sell
7,974
-406
-5% -$53.5K 0.08% 123
2023
Q1 		$1.08M Sell
8,380
-13
-0.2% -$1.7K 0.09% 123
2022
Q4 		$1.14M Sell
8,393
-583
-6% -$77.3K 0.1% 124
2022
Q3 		$1.09M Sell
8,976
-338
-4% -$43.5K 0.1% 123
2022
Q2 		$1.19M Buy
9,314
+295
+3% +$38.7K 0.1% 126
2022
Q1 		$1.24M Sell
9,019
-368
-4% -$48.7K 0.09% 131
2021
Q4 		$1.32M Sell
9,387
-196
-2% -$26K 0.09% 132
2021
Q3 		$1.22M Sell
9,583
-624
-6% -$82.5K 0.1% 131
2021
Q2 		$1.29M Hold
10,207
– – 0.1% 127
2021
Q1 		$1.19M Sell
10,207
-673
-6% -$77.7K 0.11% 116
2020
Q4 		$1.23M Buy
10,880
+944
+10% +$103K 0.13% 107
2020
Q3 		$1.05M Sell
9,936
-26
-0.3% -$2.74K 0.13% 102
2020
Q2 		$997K Sell
9,962
-1,108
-10% -$109K 0.13% 101
2020
Q1 		$981K Buy
11,070
+61
+0.6% +$5.93K 0.16% 93
2019
Q4 		$1.12M Buy
11,009
+765
+7% +$73.6K 0.15% 100
2019
Q3 		$923K Sell
10,244
-149
-1% -$13.6K 0.13% 100
2019
Q2 		$963K Sell
10,393
-438
-4% -$39.4K 0.15% 96
2019
Q1 		$994K Sell
10,831
-207
-2% -$18.7K 0.16% 95
2018
Q4 		$955K Sell
11,038
-92
-0.8% -$8.33K 0.18% 91
2018
Q3 		$1.06M Sell
11,130
-160
-1% -$14.5K 0.17% 95
2018
Q2 		$942K Sell
11,290
-2,349
-17% -$195K 0.16% 96
2018
Q1 		$1.11M Sell
13,639
-452
-3% -$38.5K 0.2% 90
2017
Q4 		$1.17M Sell
14,091
-9,224
-40% -$761K 0.21% 90
2017
Q3 		$1.91M Sell
23,315
-1,615
-6% -$130K 0.37% 83
2017
Q2 		$1.98M Buy
24,930
+254
+1% +$19.4K 0.4% 82
2017
Q1 		$1.83M Sell
24,676
-549
-2% -$40K 0.38% 83
2016
Q4 		$1.74M Buy
25,225
+781
+3% +$54.2K 0.36% 83
2016
Q3 		$1.76M Sell
24,444
-70
-0.3% -$5.15K 0.39% 80
2016
Q2 		$1.76M Buy
24,514
+183
+0.8% +$12.9K 0.41% 75
2016
Q1 		$1.65M Sell
24,331
-447
-2% -$29.9K 0.41% 71
2015
Q4 		$1.78M Sell
24,778
-2,282
-8% -$161K 0.45% 70
2015
Q3 		$1.79M Buy
27,060
+1,170
+5% +$85.5K 0.48% 67
2015
Q2 		$1.93M Sell
25,890
-228
-0.9% -$16.9K 0.49% 65
2015
Q1 		$1.89M Buy
26,118
+4,808
+23% +$343K 0.48% 68
2014
Q4 		$1.46M Sell
21,310
-2,298
-10% -$154K 0.38% 79
2014
Q3 		$1.51M Buy
23,608
+15
+0.1% +$939 0.4% 82
2014
Q2 		$1.44M Sell
23,593
-132
-0.6% -$7.76K 0.38% 81
2014
Q1 		$1.39M Buy
23,725
+513
+2% +$29.6K 0.87% 46
2013
Q4 		$1.29M Sell
23,212
-475
-2% -$25.4K 0.84% 48
2013
Q3 		$1.2M Buy
23,687
+516
+2% +$25.9K 0.96% 43
2013
Q2 		$1.1M Buy
+23,171
New +$1.11M 0.89% 45

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Smith Salley Wealth Management's XLV Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 8,744 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #141.

Smith Salley Wealth Management first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.98M in Q2 2017. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Smith Salley Wealth Management held 8,744 shares of State Street Health Care Select Sector SPDR ETF worth $1.39M as of Q2 2026.
  • Smith Salley 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 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Smith Salley Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Smith Salley Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.98M in Q2 2017.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.