SOA Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SOA Wealth Advisors’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	$491K	Sell	77,358 -4,236	-5%	-$630K	0.08%	125
2026 Q1	$485K	Sell	81,594 -40	-0%	-$6.17K	0.09%	120
2025 Q4	$514K	Buy	81,634 +8,583	+12%	+$1.29M	0.09%	122
2025 Q3	$462K	Sell	73,051 -277	-0.4%	-$37.5K	0.08%	132
2025 Q2	$487K	Sell	73,328 -3,024	-4%	-$408K	0.09%	121
2025 Q1	$534K	Buy	76,352 +73,176	+2,304%	+$10.6M	0.11%	109
2024 Q4	$437K	Sell	3,176 -70	-2%	-$10.2K	0.08%	125
2024 Q3	$500K	Sell	3,246 -57	-2%	-$8.64K	0.1%	113
2024 Q2	$481K	Sell	3,303 -95	-3%	-$13.6K	0.1%	111
2024 Q1	$502K	Sell	3,398 -71	-2%	-$10.2K	0.1%	106
2023 Q4	$473K	Buy	3,469 +229	+7%	+$29.8K	0.11%	102
2023 Q3	$417K	Buy	3,240 +26	+0.8%	+$3.45K	0.1%	105
2023 Q2	$427K	Sell	3,214 -48	-1%	-$6.33K	0.1%	106
2023 Q1	$422K	Sell	3,262 -65	-2%	-$8.49K	0.1%	103
2022 Q4	$452K	Buy	3,327 +12	+0.4%	+$1.59K	0.12%	94
2022 Q3	$401K	Buy	3,315 +463	+16%	+$59.6K	0.12%	96
2022 Q2	$365K	Buy	2,852 +404	+17%	+$53K	0.11%	105
2022 Q1	$335K	Buy	2,448 +1,671	+215%	+$221K	0.08%	125
2021 Q4	$109K	Hold	777	–	–	0.03%	205
2021 Q3	$98K	Hold	777	–	–	0.03%	220
2021 Q2	$97K	Hold	777	–	–	0.02%	218
2021 Q1	$90K	Hold	777	–	–	0.03%	205
2020 Q4	$90K	Buy	+777	New	+$84.8K	0.02%	203

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

SOA Wealth Advisors's XLV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.2% in Q2 2026, selling an estimated $630K and leaving 77,358 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #125.

SOA Wealth Advisors first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $534K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SOA Wealth Advisors held 77,358 shares of State Street Health Care Select Sector SPDR ETF worth $491K as of Q2 2026.
SOA Wealth Advisors sold 4,236 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $630K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #125 holding.
SOA Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $534K in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.