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Toth Financial Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Toth Financial Advisory’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 		$9.84M Buy
62,038
+914
+1% +$136K 0.96% 33
2026
Q1 		$8.96M Buy
61,124
+4,064
+7% +$627K 0.98% 38
2025
Q4 		$8.83M Buy
57,060
+17,271
+43% +$2.59M 0.96% 34
2025
Q3 		$5.54M Buy
39,789
+4,033
+11% +$546K 0.6% 59
2025
Q2 		$4.82M Sell
35,756
-28,178
-44% -$3.81M 0.56% 61
2025
Q1 		$9.33M Sell
63,934
-1,092
-2% -$159K 1.12% 29
2024
Q4 		$8.95M Buy
65,026
+1,544
+2% +$226K 1.05% 29
2024
Q3 		$9.78M Buy
63,482
+241
+0.4% +$36.5K 1.15% 28
2024
Q2 		$9.22M Buy
63,241
+86
+0.1% +$12.3K 1.17% 25
2024
Q1 		$9.33M Buy
63,155
+1,041
+2% +$149K 1.17% 26
2023
Q4 		$8.47M Buy
62,114
+1
+0% +$130 1.15% 28
2023
Q3 		$8M Sell
62,113
-444
-0.7% -$58.9K 1.22% 24
2023
Q2 		$8.3M Buy
62,557
+482
+0.8% +$63.5K 1.2% 26
2023
Q1 		$8.04M Sell
62,075
-785
-1% -$103K 1.25% 25
2022
Q4 		$8.54M Buy
62,860
+1,720
+3% +$228K 1.39% 18
2022
Q3 		$7.41M Buy
61,140
+1,260
+2% +$162K 1.34% 23
2022
Q2 		$7.68M Buy
59,880
+2,362
+4% +$310K 1.34% 21
2022
Q1 		$7.88M Buy
57,518
+1,884
+3% +$249K 1.18% 26
2021
Q4 		$7.84M Buy
55,634
+1,232
+2% +$164K 1.07% 33
2021
Q3 		$6.92M Buy
54,402
+1,309
+2% +$173K 1.05% 33
2021
Q2 		$6.69M Buy
53,093
+507
+1% +$62.1K 1.02% 34
2021
Q1 		$6.14M Buy
52,586
+2,963
+6% +$342K 0.98% 33
2020
Q4 		$5.63M Buy
49,623
+3,424
+7% +$374K 0.96% 37
2020
Q3 		$4.87M Buy
46,199
+14,666
+47% +$1.54M 0.94% 39
2020
Q2 		$3.15M Buy
31,533
+7,500
+31% +$740K 0.68% 52
2020
Q1 		$2.13M Sell
24,033
-51,967
-68% -$5.05M 0.61% 58
2019
Q4 		$7.74M Buy
76,000
+3
+0% +$288 1.57% 17
2019
Q3 		$6.85M Sell
75,997
-494
-0.6% -$45.1K 1.5% 21
2019
Q2 		$7.09M Sell
76,491
-806
-1% -$72.5K 1.59% 18
2019
Q1 		$7.09M Buy
77,297
+1,541
+2% +$139K 1.66% 17
2018
Q4 		$6.55M Buy
75,756
+3,000
+4% +$272K 1.79% 16
2018
Q3 		$6.92M Buy
72,756
+663
+0.9% +$59.9K 1.54% 21
2018
Q2 		$6.02M Buy
72,093
+180
+0.3% +$14.9K 1.41% 25
2018
Q1 		$5.85M Buy
71,913
+2,135
+3% +$182K 1.42% 21
2017
Q4 		$5.77M Sell
69,778
-18
-0% -$1.48K 1.37% 24
2017
Q3 		$5.7M Buy
69,796
+3,757
+6% +$302K 1.44% 25
2017
Q2 		$5.23M Buy
66,039
+1,950
+3% +$149K 1.37% 27
2017
Q1 		$4.77M Buy
64,089
+1,742
+3% +$127K 1.27% 30
2016
Q4 		$4.3M Buy
62,347
+366
+0.6% +$25.4K 1.23% 30
2016
Q3 		$4.47M Buy
61,981
+577
+0.9% +$42.5K 1.31% 28
2016
Q2 		$4.4M Sell
61,404
-927
-1% -$65.3K 1.34% 28
2016
Q1 		$4.22M Sell
62,331
-3,499
-5% -$234K 1.38% 30
2015
Q4 		$4.74M Sell
65,830
-183
-0.3% -$12.9K 1.57% 24
2015
Q3 		$4.37M Sell
66,013
-2,242
-3% -$164K 1.6% 26
2015
Q2 		$5.08M Sell
68,255
-411
-0.6% -$30.5K 1.7% 23
2015
Q1 		$4.98M Sell
68,666
-637
-0.9% -$45.4K 1.67% 23
2014
Q4 		$4.74M Sell
69,303
-8,466
-11% -$567K 1.64% 22
2014
Q3 		$4.97M Buy
77,769
+1,841
+2% +$115K 1.88% 21
2014
Q2 		$4.62M Buy
75,928
+1,658
+2% +$97.4K 1.75% 21
2014
Q1 		$4.34M Buy
74,270
+2,594
+4% +$149K 1.76% 21
2013
Q4 		$3.97M Sell
71,676
-452
-0.6% -$24.2K 1.69% 25
2013
Q3 		$3.65M Buy
72,128
+2,004
+3% +$101K 1.71% 23
2013
Q2 		$3.34M Buy
+70,124
New +$3.36M 1.64% 25

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
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
KL
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Toth Financial Advisory's XLV Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, buying an estimated $136K and bringing the position to 62,038 shares worth $9.84M. The position accounts for 0.96% of the portfolio, ranked #33.

Toth Financial Advisory first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. 371 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Toth Financial Advisory held 62,038 shares of State Street Health Care Select Sector SPDR ETF worth $9.84M as of Q2 2026.
  • Toth Financial Advisory bought 914 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
  • State Street Health Care Select Sector SPDR ETF made up 0.96% of Toth Financial Advisory's portfolio in Q2 2026, its #33 holding.
  • Toth Financial Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 371 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.