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

Visionary 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	$959K	Sell	6,047 -49	-0.8%	-$7.29K	0.04%	314
2026 Q1	$894K	Buy	6,096 +507	+9%	+$78.2K	0.04%	303
2025 Q4	$865K	Sell	5,589 -235	-4%	-$35.2K	0.04%	298
2025 Q3	$810K	Sell	5,824 -386	-6%	-$52.2K	0.04%	309
2025 Q2	$837K	Sell	6,210 -36	-0.6%	-$4.86K	0.04%	298
2025 Q1	$912K	Sell	6,246 -322	-5%	-$46.8K	0.05%	271
2024 Q4	$904K	Sell	6,568 -11,156	-63%	-$1.63M	0.05%	272
2024 Q3	$2.73M	Sell	17,724 -475	-3%	-$72K	0.17%	137
2024 Q2	$2.65M	Buy	18,199 +1,305	+8%	+$187K	0.17%	136
2024 Q1	$2.5M	Buy	16,894 +11,253	+199%	+$1.61M	0.17%	147
2023 Q4	$769K	Sell	5,641 -1,845	-25%	-$240K	0.06%	257
2023 Q3	$964K	Sell	7,486 -412	-5%	-$54.7K	0.08%	215
2023 Q2	$1.05M	Sell	7,898 -8,932	-53%	-$1.18M	0.08%	201
2023 Q1	$2.18M	Buy	16,830 +6,072	+56%	+$793K	0.18%	120
2022 Q4	$1.46M	Sell	10,758 -374	-3%	-$49.6K	0.13%	148
2022 Q3	$1.35M	Sell	11,132 -28,126	-72%	-$3.62M	0.14%	144
2022 Q2	$5.03M	Buy	39,258 +27,260	+227%	+$3.57M	0.45%	62
2022 Q1	$1.64M	Sell	11,998 -4,686	-28%	-$620K	0.13%	141
2021 Q4	$2.35M	Buy	+16,684	New	+$2.22M	0.19%	111
2020 Q1	–	Sell	-2,979	Closed	-$303K	–	230
2019 Q4	$303K	Buy	+2,979	New	+$286K	0.05%	163

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.8% in Q2 2026, selling an estimated $7.29K and leaving 6,047 shares worth $959K. The position accounts for 0.04% of the portfolio, ranked #314.

Visionary Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.03M in Q2 2022. 1,858 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Visionary Wealth Advisors held 6,047 shares of State Street Health Care Select Sector SPDR ETF worth $959K as of Q2 2026.
Visionary Wealth Advisors sold 49 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $7.29K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Visionary Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
Visionary Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.03M in Q2 2022.
1,858 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.