UAS
XLV icon

United Asset Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

United Asset Strategies’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 		$2.52M Buy
15,912
+743
+5% +$111K 0.18% 94
2026
Q1 		$2.22M Sell
15,169
-3,454
-19% -$533K 0.18% 94
2025
Q4 		$2.88M Sell
18,623
-759
-4% -$114K 0.22% 76
2025
Q3 		$2.7M Sell
19,382
-74
-0.4% -$10K 0.22% 77
2025
Q2 		$2.62M Sell
19,456
-402
-2% -$54.3K 0.22% 83
2025
Q1 		$2.9M Sell
19,858
-60,369
-75% -$8.77M 0.27% 75
2024
Q4 		$11M Buy
80,227
+55,567
+225% +$8.13M 1.01% 33
2024
Q3 		$3.8M Sell
24,660
-530
-2% -$80.3K 0.35% 62
2024
Q2 		$3.67M Sell
25,190
-1,063
-4% -$152K 0.36% 65
2024
Q1 		$3.88M Sell
26,253
-3,525
-12% -$506K 0.39% 63
2023
Q4 		$4.06M Buy
29,778
+448
+2% +$58.3K 0.46% 58
2023
Q3 		$3.78M Buy
29,330
+279
+1% +$37K 0.49% 52
2023
Q2 		$3.86M Sell
29,051
-20,844
-42% -$2.75M 0.48% 57
2023
Q1 		$2.89M Sell
49,895
-15,691
-24% -$2.05M 0.38% 67
2022
Q4 		$8.91M Buy
65,586
+28,275
+76% +$3.75M 1.24% 25
2022
Q3 		$4.52M Buy
37,311
+9,583
+35% +$1.23M 0.69% 47
2022
Q2 		$3.56M Sell
27,728
-4,435
-14% -$581K 0.52% 57
2022
Q1 		$4.41M Sell
32,163
-8,619
-21% -$1.14M 0.56% 54
2021
Q4 		$5.75M Buy
40,782
+4,112
+11% +$546K 0.68% 47
2021
Q3 		$4.67M Sell
36,670
-6,362
-15% -$841K 0.6% 50
2021
Q2 		$5.42M Sell
43,032
-185
-0.4% -$22.7K 0.72% 46
2021
Q1 		$5.04M Sell
43,217
-12,402
-22% -$1.43M 0.73% 46
2020
Q4 		$6.31M Sell
55,619
-1,728
-3% -$189K 0.99% 40
2020
Q3 		$6.05M Sell
57,347
-12,777
-18% -$1.34M 1.11% 34
2020
Q2 		$7.02M Sell
70,124
-12,861
-15% -$1.27M 1.38% 22
2020
Q1 		$7.35M Sell
82,985
-9,347
-10% -$908K 1.82% 16
2019
Q4 		$9.4M Sell
92,332
-4,269
-4% -$410K 1.83% 9
2019
Q3 		$8.71M Sell
96,601
-1,422
-1% -$130K 1.91% 9
2019
Q2 		$9.08M Sell
98,023
-18,416
-16% -$1.66M 2.09% 10
2019
Q1 		$10.7M Buy
116,439
+11,593
+11% +$1.05M 2.51% 5
2018
Q4 		$9.07M Sell
104,846
-19,742
-16% -$1.79M 2.48% 9
2018
Q3 		$11.9M Buy
124,588
+1,429
+1% +$129K 2.79% 4
2018
Q2 		$10.3M Buy
123,159
+22,879
+23% +$1.9M 2.72% 4
2018
Q1 		$8.16M Sell
100,280
-25,004
-20% -$2.13M 2.41% 5
2017
Q4 		$10.4M Buy
+125,284
New +$10.3M 2.78% 5
2017
Q3 		– Sell
-102,805
Closed -$8.15M – 181
2017
Q2 		$8.15M Buy
102,805
+1,690
+2% +$129K 2.42% 7
2017
Q1 		$7.52M Buy
101,115
+2,414
+2% +$176K 2.29% 9
2016
Q4 		$6.8M Buy
98,701
+20,613
+26% +$1.43M 2.22% 8
2016
Q3 		$5.63M Buy
78,088
+1,528
+2% +$112K 1.97% 12
2016
Q2 		$5.49M Buy
76,560
+4,329
+6% +$305K 2.06% 15
2016
Q1 		$4.9M Buy
72,231
+573
+0.8% +$38.4K 2.18% 12
2015
Q4 		$5.16M Buy
71,658
+2,402
+3% +$170K 2.24% 14
2015
Q3 		$4.59M Sell
69,256
-9,034
-12% -$660K 2.11% 13
2015
Q2 		$5.82M Sell
78,290
-1,369
-2% -$101K 2.6% 5
2015
Q1 		$5.71M Sell
79,659
-13,860
-15% -$989K 2.65% 6
2014
Q4 		$6.39M Buy
93,519
+10,319
+12% +$691K 2.73% 3
2014
Q3 		$5.32M Sell
83,200
-197
-0.2% -$12.3K 2.38% 4
2014
Q2 		$5.07M Buy
83,397
+9,709
+13% +$570K 2.45% 7
2014
Q1 		$4.31M Buy
73,688
+6,989
+10% +$403K 2.44% 10
2013
Q4 		$3.7M Sell
66,699
-8,150
-11% -$436K 2.54% 9
2013
Q3 		$3.79M Buy
74,849
+2,543
+4% +$128K 2.4% 10
2013
Q2 		$3.44M Buy
+72,306
New +$3.46M 2.27% 9

Other funds holding XLV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

United Asset Strategies's XLV Position: Q2 2026 in Review

United Asset Strategies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.9% in Q2 2026, buying an estimated $111K and bringing the position to 15,912 shares worth $2.52M. The position accounts for 0.18% of the portfolio, ranked #94.

United Asset Strategies first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q3 2018. 737 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • United Asset Strategies held 15,912 shares of State Street Health Care Select Sector SPDR ETF worth $2.52M as of Q2 2026.
  • United Asset Strategies bought 743 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
  • State Street Health Care Select Sector SPDR ETF made up 0.18% of United Asset Strategies's portfolio in Q2 2026, its #94 holding.
  • United Asset Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • United Asset Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $11.9M in Q3 2018.
  • 737 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.