WBH Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WBH Advisory’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	$10.7M	Sell	67,750 -11,236	-14%	-$1.67M	0.72%	37
2026 Q1	$11.7M	Sell	78,986 -2,644	-3%	-$408K	0.87%	34
2025 Q4	$12.6M	Buy	81,630 +6,673	+9%	+$999K	0.94%	30
2025 Q3	$10.4M	Sell	74,957 -1,848	-2%	-$250K	0.8%	34
2025 Q2	$10.4M	Sell	76,805 -9,728	-11%	-$1.31M	0.88%	31
2025 Q1	$12.6M	Buy	86,533 +8,416	+11%	+$1.22M	1.18%	26
2024 Q4	$10.7M	Sell	78,117 -7,906	-9%	-$1.16M	1%	29
2024 Q3	$13.2M	Buy	86,023 +1,867	+2%	+$283K	1.25%	24
2024 Q2	$12.3M	Sell	84,156 -2,511	-3%	-$360K	1.24%	23
2024 Q1	$12.8M	Buy	86,667 +5,263	+6%	+$755K	1.32%	20
2023 Q4	$11.1M	Sell	81,404 -4,081	-5%	-$531K	1.23%	21
2023 Q3	$11M	Buy	85,485 +5,853	+7%	+$777K	1.35%	19
2023 Q2	$10.6M	Sell	79,632 -948	-1%	-$125K	1.25%	19
2023 Q1	$10.4M	Buy	+80,580	New	+$10.5M	1.3%	19
2022 Q3	$10.1M	Sell	83,495 -1,517	-2%	-$195K	1.46%	20
2022 Q2	$11.1M	Sell	85,012 -18,554	-18%	-$2.43M	1.48%	13
2022 Q1	$13.8M	Sell	103,566 -10,061	-9%	-$1.33M	1.7%	9
2021 Q4	$16M	Buy	113,627 +25,669	+29%	+$3.41M	1.83%	9
2021 Q3	$11.2M	Buy	87,958 +9,188	+12%	+$1.21M	1.51%	16
2021 Q2	$10.3M	Buy	78,770 +4,650	+6%	+$570K	1.51%	17
2021 Q1	$8.65M	Buy	74,120 +539	+0.7%	+$62.2K	1.4%	18
2020 Q4	$8.72M	Buy	73,581 +1,269	+2%	+$139K	1.5%	17
2020 Q3	$7.63M	Buy	72,312 +6,240	+9%	+$657K	1.54%	16
2020 Q2	$6.61M	Buy	66,072 +1,616	+3%	+$159K	1.6%	15
2020 Q1	$5.71K	Buy	64,456 +549	+0.9%	+$53.3K	1.34%	14
2019 Q4	$6.51M	Buy	63,907 +1,406	+2%	+$135K	1.33%	14
2019 Q3	$5.63M	Sell	62,501 -104	-0.2%	-$9.49K	1.27%	15
2019 Q2	$5.8M	Buy	62,605 +1,563	+3%	+$141K	1.34%	15
2019 Q1	$5.6M	Buy	61,042 +1,586	+3%	+$143K	1.33%	15
2018 Q4	$5.14K	Buy	59,456 +4,150	+8%	+$376K	1.25%	14
2018 Q3	$5.26M	Buy	55,306 +1,390	+3%	+$126K	1.28%	15
2018 Q2	$4.5M	Buy	53,916 +1,658	+3%	+$137K	1.17%	18
2018 Q1	$4.25M	Buy	52,258 +594	+1%	+$50.6K	1.16%	16
2017 Q4	$4.27M	Buy	51,664 +1,367	+3%	+$113K	1.14%	18
2017 Q3	$4.11M	Buy	50,297 +1,493	+3%	+$120K	1.15%	18
2017 Q2	$3.87M	Buy	48,804 +2,061	+4%	+$157K	1.08%	19
2017 Q1	$3.48M	Buy	46,743 +6,722	+17%	+$490K	1.04%	19
2016 Q4	$2.76M	Buy	40,021 +3,983	+11%	+$277K	0.92%	23
2016 Q3	$2.6M	Buy	36,038 +792	+2%	+$58.3K	0.89%	24
2016 Q2	$2.53M	Buy	35,246 +215	+0.6%	+$15.1K	0.98%	23
2016 Q1	$2.37M	Buy	35,031 +8,467	+32%	+$567K	0.79%	22
2015 Q4	$1.91K	Sell	26,564 -3,006	-10%	-$212K	0.67%	34
2015 Q3	$1.96M	Buy	29,570 +1,891	+7%	+$138K	0.81%	27
2015 Q2	$2.06M	Buy	27,679 +69	+0.2%	+$5.11K	0.81%	27
2015 Q1	$2K	Buy	+27,610	New	+$1.97M	0.56%	31

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

WBH Advisory's XLV Position: Q2 2026 in Review

WBH Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, selling an estimated $1.67M and leaving 67,750 shares worth $10.7M. The position accounts for 0.72% of the portfolio, ranked #37.

WBH Advisory first reported a position in XLV in Q1 2015 and has held it in 45 quarters since. The position peaked at $16M in Q4 2021. 1,340 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WBH Advisory held 67,750 shares of State Street Health Care Select Sector SPDR ETF worth $10.7M as of Q2 2026.
WBH Advisory sold 11,236 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.67M.
State Street Health Care Select Sector SPDR ETF made up 0.72% of WBH Advisory's portfolio in Q2 2026, its #37 holding.
WBH Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
WBH Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $16M in Q4 2021.
1,340 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.