Two West Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Two West Capital 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	$257K	Sell	1,614 -813	-33%	-$121K	0.13%	91
2026 Q1	$347K	Sell	2,427 -191	-7%	-$29.5K	0.18%	77
2025 Q4	$405K	Buy	2,618 +603	+30%	+$90.3K	0.24%	63
2025 Q3	$294K	Buy	2,015 +6	+0.3%	+$812	0.18%	77
2025 Q2	$274K	Sell	2,009 -621	-24%	-$83.9K	0.18%	72
2025 Q1	$360K	Buy	2,630 +467	+22%	+$67.8K	0.3%	49
2024 Q4	$298K	Buy	2,163 +153	+8%	+$22.4K	0.26%	55
2024 Q3	$310K	Buy	2,010 +84	+4%	+$12.7K	0.25%	50
2024 Q2	$281K	Buy	+1,926	New	+$276K	0.27%	51

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

Two West Capital Advisors's XLV Position: Q2 2026 in Review

Two West Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 33% in Q2 2026, selling an estimated $121K and leaving 1,614 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #91.

Two West Capital Advisors first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $405K in Q4 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Two West Capital Advisors held 1,614 shares of State Street Health Care Select Sector SPDR ETF worth $257K as of Q2 2026.
Two West Capital Advisors sold 813 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $121K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Two West Capital Advisors's portfolio in Q2 2026, its #91 holding.
Two West Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $405K in Q4 2025.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.