Stableford Capital II’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stableford Capital II’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 Q3	$832K	Sell	4,938 -152	-3%	-$25.3K	0.29%	108
2026 Q2	$808K	Buy	5,090 +348	+7%	+$51.8K	0.28%	110
2026 Q1	$695K	Buy	4,742 +2,980	+169%	+$460K	0.26%	114
2025 Q4	$273K	Buy	1,762 +271	+18%	+$40.6K	0.1%	136
2025 Q3	$208K	Buy	+1,491	New	+$202K	0.08%	136
2023 Q2	–	Sell	-1,624	Closed	-$221K	–	162
2023 Q1	$221K	Buy	+1,624	New	+$212K	0.16%	61
2022 Q4	–	Sell	-1,686	Closed	-$213K	–	128
2022 Q3	$213K	Buy	1,686 +17	+1%	+$2.19K	0.1%	110
2022 Q2	$219K	Sell	1,669 -899	-35%	-$118K	0.1%	111
2022 Q1	$365K	Buy	+2,568	New	+$340K	0.15%	106

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Stableford Capital II's XLV Position: Q3 2026 in Review

Stableford Capital II reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3% in Q3 2026, selling an estimated $25.3K and leaving 4,938 shares worth $832K. The position accounts for 0.29% of the portfolio, ranked #108.

Stableford Capital II first reported a position in XLV in Q1 2022 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Stableford Capital II held 4,938 shares of State Street Health Care Select Sector SPDR ETF worth $832K as of Q3 2026.
Stableford Capital II sold 152 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $25.3K.
State Street Health Care Select Sector SPDR ETF made up 0.29% of Stableford Capital II's portfolio in Q3 2026, its #108 holding.
Stableford Capital II first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.