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Valued Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Valued Wealth 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 		$9.68K Hold
61
– – ﹤0.01% 313
2026
Q1 		$8.94K Hold
61
– – ﹤0.01% 308
2025
Q4 		$9.44K Buy
+61
New +$9.14K ﹤0.01% 227
2025
Q2 		– Sell
-65
Closed -$9.49K – 658
2025
Q1 		$9.49K Buy
+65
New +$9.44K 0.01% 235

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

Valued Wealth Advisors's XLV Position: Q2 2026 in Review

Valued Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 61 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Valued Wealth Advisors first reported a position in XLV in Q1 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Valued Wealth Advisors held 61 shares of State Street Health Care Select Sector SPDR ETF worth $9.68K as of Q2 2026.
  • Valued Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • Valued Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.