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Valeo Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-500
Closed -$51K – 1938
2019
Q4 		$51K Buy
+500
New +$48.1K 0.01% 642

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Valeo Financial Advisors's XLV Position: Q2 2026 in Review

Valeo Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.11% in Q2 2026, buying an estimated $446 and bringing the position to 2,694 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #497.

Valeo Financial Advisors first reported a position in XLV in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.4M in Q1 2022. 987 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Valeo Financial Advisors held 2,694 shares of State Street Health Care Select Sector SPDR ETF worth $427K as of Q2 2026.
  • Valeo Financial Advisors bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #497 holding.
  • Valeo Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.4M in Q1 2022.
  • 987 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.