Stratos Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stratos Wealth Advisors’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	$2.34M	Buy	14,769 +280	+2%	+$41.7K	0.13%	156
2026 Q1	$2.12M	Buy	14,489 +44	+0.3%	+$6.79K	0.13%	162
2025 Q4	$2.24M	Sell	14,445 -3,094	-18%	-$463K	0.11%	200
2025 Q3	$2.44M	Sell	17,539 -896	-5%	-$121K	0.12%	185
2025 Q2	$2.48M	Sell	18,435 -646	-3%	-$87.2K	0.13%	164
2025 Q1	$2.79M	Sell	19,081 -8,347	-30%	-$1.21M	0.15%	131
2024 Q4	$3.77M	Buy	27,428 +539	+2%	+$78.9K	0.18%	127
2024 Q3	$4.14M	Buy	26,889 +1,457	+6%	+$221K	0.19%	117
2024 Q2	$3.71M	Sell	25,432 -1,747	-6%	-$251K	0.18%	126
2024 Q1	$4.02M	Buy	27,179 +4,115	+18%	+$590K	0.24%	100
2023 Q4	$3.15M	Sell	23,064 -5,928	-20%	-$771K	0.18%	160
2023 Q3	$3.73M	Buy	28,992 +7,134	+33%	+$947K	0.25%	118
2023 Q2	$2.9M	Sell	21,858 -1,932	-8%	-$255K	0.21%	133
2023 Q1	$3.08M	Sell	23,790 -2,526	-10%	-$330K	0.24%	121
2022 Q4	$3.58M	Sell	26,316 -2,578	-9%	-$342K	0.3%	98
2022 Q3	$3.5M	Buy	28,894 +12,343	+75%	+$1.59M	0.37%	70
2022 Q2	$2.12M	Buy	16,551 +5,099	+45%	+$668K	0.19%	140
2022 Q1	$1.57M	Sell	11,452 -15,888	-58%	-$2.1M	0.13%	198
2021 Q4	$3.85M	Sell	27,340 -6,902	-20%	-$916K	0.28%	100
2021 Q3	$4.36M	Buy	34,242 +22,956	+203%	+$3.03M	0.37%	67
2021 Q2	$1.42M	Buy	11,286 +1,189	+12%	+$146K	0.13%	194
2021 Q1	$1.18M	Sell	10,097 -314	-3%	-$36.2K	0.13%	195
2020 Q4	$1.18M	Buy	10,411 +1,752	+20%	+$191K	0.16%	147
2020 Q3	$913K	Buy	8,659 +116	+1%	+$12.2K	0.22%	113
2020 Q2	$855K	Sell	8,543 -3,176	-27%	-$313K	0.26%	89
2020 Q1	$1.04M	Buy	11,719 +3,419	+41%	+$332K	0.74%	31
2019 Q4	$845K	Sell	8,300 -197	-2%	-$18.9K	0.48%	51
2019 Q3	$766K	Sell	8,497 -96	-1%	-$8.77K	0.29%	86
2019 Q2	$796K	Sell	8,593 -33	-0.4%	-$2.97K	0.32%	76
2019 Q1	$791K	Sell	8,626 -474	-5%	-$42.7K	0.43%	60
2018 Q4	$787K	Buy	+9,100	New	+$824K	0.53%	56

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

Stratos Wealth Advisors's XLV Position: Q2 2026 in Review

Stratos Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.9% in Q2 2026, buying an estimated $41.7K and bringing the position to 14,769 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #156.

Stratos Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.36M in Q3 2021. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stratos Wealth Advisors held 14,769 shares of State Street Health Care Select Sector SPDR ETF worth $2.34M as of Q2 2026.
Stratos Wealth Advisors bought 280 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $41.7K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Stratos Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Stratos Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.36M in Q3 2021.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.