Sowell Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sowell Financial Services’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	$4.77M	Sell	30,090 -3,029	-9%	-$451K	0.16%	138
2026 Q1	$4.86M	Sell	33,119 -77	-0.2%	-$11.9K	0.18%	118
2025 Q4	$5.14M	Sell	33,196 -751	-2%	-$112K	0.19%	115
2025 Q3	$4.72M	Sell	33,947 -85	-0.2%	-$11.5K	0.18%	113
2025 Q2	$4.59M	Sell	34,032 -1,926	-5%	-$260K	0.19%	114
2025 Q1	$5.25M	Buy	35,958 +1,079	+3%	+$157K	0.24%	91
2024 Q4	$4.8M	Buy	34,879 +2,026	+6%	+$296K	0.25%	96
2024 Q3	$5.06M	Buy	32,853 +775	+2%	+$117K	0.24%	108
2024 Q2	$4.67M	Sell	32,078 -152	-0.5%	-$21.8K	0.22%	113
2024 Q1	$4.76M	Sell	32,230 -5,406	-14%	-$776K	0.22%	111
2023 Q4	$5.13M	Buy	37,636 +14,761	+65%	+$1.92M	0.28%	91
2023 Q3	$2.94M	Buy	22,875 +218	+1%	+$28.9K	0.18%	138
2023 Q2	$3.01M	Buy	22,657 +624	+3%	+$82.3K	0.17%	147
2023 Q1	$2.85M	Buy	22,033 +1,874	+9%	+$245K	0.22%	108
2022 Q4	$2.74M	Buy	20,159 +111	+0.6%	+$14.7K	0.18%	142
2022 Q3	$2.43M	Sell	20,048 -339,540	-94%	-$43.7M	0.24%	112
2022 Q2	$27.9M	Buy	+359,588	New	+$47.1M	2.58%	7
2022 Q1	–	Sell	-22,649	Closed	-$3.19M	–	534
2021 Q4	$3.19M	Buy	22,649 +140	+0.6%	+$18.6K	0.18%	126
2021 Q3	$2.87M	Sell	22,509 -129	-0.6%	-$17K	0.19%	127
2021 Q2	$2.85M	Sell	22,638 -11,145	-33%	-$1.37M	0.19%	137
2021 Q1	$4.16M	Buy	33,783 +12,439	+58%	+$1.44M	0.14%	139
2020 Q4	$2.42M	Sell	21,344 -861	-4%	-$94K	0.1%	178
2020 Q3	$2.34M	Sell	22,205 -5,826	-21%	-$613K	0.12%	156
2020 Q2	$2.81M	Buy	28,031 +3,742	+15%	+$369K	0.15%	127
2020 Q1	$2.15M	Buy	24,289 +7,011	+41%	+$681K	0.16%	144
2019 Q4	$1.76M	Buy	17,278 +150	+0.9%	+$14.4K	0.13%	168
2019 Q3	$1.54M	Buy	+17,128	New	+$1.56M	0.13%	172
2019 Q1	$2.32M	Buy	25,269 +1,615	+7%	+$146K	0.26%	87
2018 Q4	$2.05M	Buy	+23,654	New	+$2.14M	0.29%	75
2018 Q3	–	Sell	-9,200	Closed	-$825K	–	462
2018 Q2	$825K	Sell	9,200 -399	-4%	-$33.1K	0.18%	122
2018 Q1	$778K	Sell	9,599 -6,214	-39%	-$529K	0.19%	114
2017 Q4	$1.39M	Buy	15,813 +4,073	+35%	+$336K	0.34%	70
2017 Q3	$955K	Buy	11,740 +704	+6%	+$56.5K	0.25%	89
2017 Q2	$875K	Buy	11,036 +190	+2%	+$14.5K	0.25%	90
2017 Q1	$821K	Buy	10,846 +3,060	+39%	+$223K	0.24%	93
2016 Q4	$574K	Buy	+7,786	New	+$541K	0.19%	108

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

Sowell Financial Services's XLV Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.1% in Q2 2026, selling an estimated $451K and leaving 30,090 shares worth $4.77M. The position accounts for 0.16% of the portfolio, ranked #138.

Sowell Financial Services first reported a position in XLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $27.9M in Q2 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sowell Financial Services held 30,090 shares of State Street Health Care Select Sector SPDR ETF worth $4.77M as of Q2 2026.
Sowell Financial Services sold 3,029 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $451K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Sowell Financial Services's portfolio in Q2 2026, its #138 holding.
Sowell Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
Sowell Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $27.9M in Q2 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.