Stone Summit Wealth
XLV icon

Stone Summit Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stone Summit Wealth’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 		$533K Buy
3,165
+220
+7% +$36.7K 0.14% 91
2026
Q2 		$467K Buy
2,945
+245
+9% +$36.4K 0.12% 101
2026
Q1 		$396K Buy
2,700
+60
+2% +$9.26K 0.11% 105
2025
Q4 		$409K Sell
2,640
-30
-1% -$4.49K 0.11% 106
2025
Q3 		$372K Sell
2,670
-305
-10% -$41.3K 0.11% 113
2025
Q2 		$401K Sell
2,975
-174
-6% -$23.5K 0.12% 110
2025
Q1 		$460K Sell
3,149
-124
-4% -$18K 0.16% 101
2024
Q4 		$450K Sell
3,273
-317
-9% -$46.4K 0.15% 105
2024
Q3 		$553K Buy
3,590
+25
+0.7% +$3.79K 0.18% 95
2024
Q2 		$520K Sell
3,565
-60
-2% -$8.61K 0.19% 91
2024
Q1 		$536K Buy
3,625
+151
+4% +$21.7K 0.19% 93
2023
Q4 		$474K Buy
3,474
+1,440
+71% +$187K 0.18% 101
2023
Q3 		$262K Buy
2,034
+393
+24% +$52.2K 0.11% 129
2023
Q2 		$218K Buy
+1,641
New +$216K 0.09% 133
2023
Q1 		– Sell
-1,515
Closed -$206K – 135
2022
Q4 		$206K Buy
+1,515
New +$201K 0.1% 129

Other funds holding XLV

Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Stone Summit Wealth's XLV Position: Q3 2026 in Review

Stone Summit Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.5% in Q3 2026, buying an estimated $36.7K and bringing the position to 3,165 shares worth $533K. The position accounts for 0.14% of the portfolio, ranked #91.

Stone Summit Wealth first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $553K in Q3 2024. 466 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Stone Summit Wealth held 3,165 shares of State Street Health Care Select Sector SPDR ETF worth $533K as of Q3 2026.
  • Stone Summit Wealth bought 220 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $36.7K.
  • State Street Health Care Select Sector SPDR ETF made up 0.14% of Stone Summit Wealth's portfolio in Q3 2026, its #91 holding.
  • Stone Summit Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Stone Summit Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $553K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.