Sterling Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sterling Investment 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	$248K	Buy	+1,565	New	+$233K	0.14%	61
2026 Q1	–	Sell	-1,382	Closed	-$214K	–	75
2025 Q4	$214K	Sell	1,382 -870	-39%	-$130K	0.12%	68
2025 Q3	$313K	Sell	2,252 -117	-5%	-$15.8K	0.19%	58
2025 Q2	$319K	Sell	2,369 -86	-4%	-$11.6K	0.21%	49
2025 Q1	$358K	Buy	2,455 +15	+0.6%	+$2.18K	0.26%	45
2024 Q4	$336K	Sell	2,440 -261	-10%	-$38.2K	0.26%	49
2024 Q3	$416K	Sell	2,701 -19	-0.7%	-$2.88K	0.32%	46
2024 Q2	$396K	Sell	2,720 -460	-14%	-$66K	0.3%	48
2024 Q1	$470K	Sell	3,180 -70	-2%	-$10K	0.33%	50
2023 Q4	$443K	Sell	3,250 -990	-23%	-$129K	0.33%	49
2023 Q3	$546K	Sell	4,240 -221	-5%	-$29.3K	0.49%	42
2023 Q2	$592K	Sell	4,461 -132	-3%	-$17.4K	0.47%	49
2023 Q1	$595K	Sell	4,593 -243	-5%	-$31.7K	0.47%	47
2022 Q4	$657K	Buy	4,836 +775	+19%	+$103K	0.53%	47
2022 Q3	$492K	Sell	4,061 -620	-13%	-$79.9K	0.41%	47
2022 Q2	$600K	Buy	4,681 +494	+12%	+$64.8K	0.5%	55
2022 Q1	$573K	Sell	4,187 -583	-12%	-$77.2K	0.4%	60
2021 Q4	$672K	Sell	4,770 -32	-0.7%	-$4.25K	0.42%	57
2021 Q3	$611K	Sell	4,802 -50	-1%	-$6.61K	0.39%	57
2021 Q2	$611K	Sell	4,852 -627	-11%	-$76.8K	0.4%	52
2021 Q1	$640K	Sell	5,479 -332	-6%	-$38.3K	0.44%	45
2020 Q4	$659K	Sell	5,811 -416	-7%	-$45.4K	0.47%	45
2020 Q3	$657K	Sell	6,227 -58	-0.9%	-$6.11K	0.49%	49
2020 Q2	$629K	Sell	6,285 -432	-6%	-$42.6K	0.49%	47
2020 Q1	$595K	Sell	6,717 -120	-2%	-$11.7K	0.52%	45
2019 Q4	$696K	Sell	6,837 -321	-4%	-$30.9K	0.46%	46
2019 Q3	$645K	Sell	7,158 -224	-3%	-$20.5K	0.47%	42
2019 Q2	$684K	Buy	7,382 +1,222	+20%	+$110K	0.53%	42
2019 Q1	$565K	Sell	6,160 -2,938	-32%	-$265K	0.44%	46
2018 Q4	$787K	Buy	9,098 +31	+0.3%	+$2.81K	0.66%	32
2018 Q3	$862K	Buy	9,067 +895	+11%	+$80.9K	0.63%	36
2018 Q2	$682K	Buy	8,172 +496	+6%	+$41.1K	0.53%	39
2018 Q1	$625K	Sell	7,676 -1,032	-12%	-$87.9K	0.5%	38
2017 Q4	$720K	Buy	8,708 +4,139	+91%	+$341K	0.77%	36
2017 Q3	$373K	Buy	4,569 +1,663	+57%	+$134K	0.51%	39
2017 Q2	$230K	Sell	2,906 -119	-4%	-$9.07K	0.3%	43
2017 Q1	$225K	Buy	+3,025	New	+$220K	0.31%	44

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Sterling Investment Management's XLV Position: Q2 2026 in Review

Sterling Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,565 shares worth $248K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings. This is a return to the name: Sterling Investment Management previously reported a position in XLV as recently as Q4 2025.

Sterling Investment Management first reported a position in XLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $862K in Q3 2018. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sterling Investment Management held 1,565 shares of State Street Health Care Select Sector SPDR ETF worth $248K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Sterling Investment Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Sterling Investment Management's portfolio in Q2 2026, its #61 holding.
Sterling Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Sterling Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $862K in Q3 2018.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.