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

Waterfront Wealth’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 		$304K Sell
1,892
-7
-0.4% -$1.04K 0.05% 257
2026
Q1 		$278K Hold
1,899
– – 0.05% 248
2025
Q4 		$300K Sell
1,899
-69
-4% -$10.3K 0.06% 233
2025
Q3 		$287K Buy
1,968
+168
+9% +$22.7K 0.06% 233
2025
Q2 		$243K Hold
1,800
– – 0.05% 243
2025
Q1 		$263K Hold
1,800
– – 0.06% 230
2024
Q4 		$248K Sell
1,800
-149
-8% -$21.8K 0.06% 232
2024
Q3 		$290K Buy
+1,949
New +$295K 0.07% 222

Other funds holding XLV

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Waterfront Wealth's XLV Position: Q2 2026 in Review

Waterfront Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.37% in Q2 2026, selling an estimated $1.04K and leaving 1,892 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #257.

Waterfront Wealth first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Waterfront Wealth held 1,892 shares of State Street Health Care Select Sector SPDR ETF worth $304K as of Q2 2026.
  • Waterfront Wealth sold 7 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Waterfront Wealth's portfolio in Q2 2026, its #257 holding.
  • Waterfront Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • 831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.