Sound Income Strategies’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
$505K Sell
3,180
-82
-3% -$12.2K 0.02% 291
2026
Q1
$482K Sell
3,262
-230
-7% -$35.5K 0.02% 254
2025
Q4
$544K Buy
3,492
+333
+11% +$49.9K 0.03% 236
2025
Q3
$455K Sell
3,159
-360
-10% -$48.7K 0.02% 197
2025
Q2
$474K Sell
3,519
-6,255
-64% -$845K 0.03% 189
2025
Q1
$1.43M Buy
9,774
+9,297
+1,949% +$1.35M 0.08% 133
2024
Q4
$65.6K Sell
477
-86
-15% -$12.6K ﹤0.01% 416
2024
Q3
$86.7K Buy
563
+104
+23% +$15.8K 0.01% 362
2024
Q2
$66.9K Hold
459
﹤0.01% 389
2024
Q1
$67.8K Hold
459
0.01% 371
2023
Q4
$62.6K Sell
459
-57
-11% -$7.42K 0.01% 362
2023
Q3
$66.4K Sell
516
-100
-16% -$13.3K 0.01% 269
2023
Q2
$81.8K Buy
616
+143
+30% +$18.9K 0.01% 235
2023
Q1
$61.2K Buy
473
+380
+409% +$49.6K 0.01% 261
2022
Q4
$12.6K Sell
93
-4
-4% -$530 ﹤0.01% 473
2022
Q3
$12K Buy
97
+4
+4% +$515 ﹤0.01% 444
2022
Q2
$12K Hold
93
﹤0.01% 445
2022
Q1
$13K Buy
93
+18
+24% +$2.38K ﹤0.01% 432
2021
Q4
$11K Hold
75
﹤0.01% 473
2021
Q3
$10K Sell
75
-93
-55% -$12.3K ﹤0.01% 466
2021
Q2
$21K Sell
168
-293
-64% -$35.9K ﹤0.01% 339
2021
Q1
$53.9K Buy
461
+1
+0.2% +$115 0.01% 214
2020
Q4
$52K Buy
460
+1
+0.2% +$109 0.01% 203
2020
Q3
$48K Buy
459
+1
+0.2% +$105 0.01% 184
2020
Q2
$46K Sell
458
-65
-12% -$6.42K 0.01% 169
2020
Q1
$46K Buy
523
+4
+0.8% +$389 0.02% 138
2019
Q4
$53K Buy
519
+76
+17% +$7.31K 0.01% 122
2019
Q3
$40K Buy
443
+1
+0.2% +$91 0.01% 141
2019
Q2
$41K Buy
442
+2
+0.5% +$180 0.01% 144
2019
Q1
$40K Buy
440
+1
+0.2% +$90 0.02% 148
2018
Q4
$38K Hold
439
0.02% 155
2018
Q3
$42K Buy
439
+65
+17% +$5.87K 0.02% 151
2018
Q2
$31K Sell
374
-79
-17% -$6.55K 0.02% 167
2018
Q1
$37K Buy
453
+343
+312% +$29.2K 0.02% 145
2017
Q4
$9K Buy
+110
New +$9.07K 0.01% 244

Other funds holding XLV

Sound Income Strategies's XLV Position: Q2 2026 in Review

Sound Income Strategies reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, selling an estimated $12.2K and leaving 3,180 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #291.

Sound Income Strategies first reported a position in XLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Sound Income Strategies held 3,180 shares of State Street Health Care Select Sector SPDR ETF worth $505K as of Q2 2026.
  • Sound Income Strategies sold 82 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #291 holding.
  • Sound Income Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $1.43M in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.