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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
2020
Q2 		– Sell
-100
Closed -$9K – 614
2020
Q1 		$9K Hold
100
– – ﹤0.01% 288
2019
Q4 		$10K Buy
+100
New +$9.62K ﹤0.01% 305

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

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. 603 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.
  • 603 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.