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

Wealth Advisory Solutions’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 Q3	$670K	Sell	3,977 -42	-1%	-$7K	0.14%	87
2026 Q2	$638K	Buy	4,019 +80	+2%	+$11.9K	0.13%	87
2026 Q1	$578K	Buy	3,939 +64	+2%	+$9.9K	0.13%	86
2025 Q4	$600K	Sell	3,875 -110	-3%	-$16.5K	0.14%	78
2025 Q3	$555K	Buy	3,985 +24	+0.6%	+$3.25K	0.13%	86
2025 Q2	$534K	Sell	3,961 -5	-0.1%	-$675	0.14%	87
2025 Q1	$579K	Sell	3,966 -133	-3%	-$19.3K	0.15%	83
2024 Q4	$564K	Buy	4,099 +106	+3%	+$15.5K	0.16%	79
2024 Q3	$615K	Sell	3,993 -140	-3%	-$21.2K	0.17%	76
2024 Q2	$602K	Buy	4,133 +21	+0.5%	+$3.01K	0.16%	75
2024 Q1	$607K	Sell	4,112 -515	-11%	-$73.9K	0.16%	75
2023 Q4	$631K	Sell	4,627 -4,866	-51%	-$633K	0.22%	49
2023 Q3	$1.26M	Buy	+9,493	New	+$1.26M	0.25%	61
2023 Q2	–	Sell	-4,997	Closed	-$647K	–	137
2023 Q1	$647K	Sell	4,997 -9,201	-65%	-$1.2M	0.17%	81
2022 Q4	$1.93M	Sell	14,198 -168	-1%	-$22.3K	0.52%	52
2022 Q3	$1.74M	Sell	14,366 -23	-0.2%	-$2.96K	0.48%	59
2022 Q2	$1.84M	Sell	14,389 -618	-4%	-$81K	0.45%	65
2022 Q1	$2.06M	Buy	+15,007	New	+$1.99M	0.43%	63
2021 Q3	$2M	Buy	15,673 +848	+6%	+$112K	0.44%	59
2021 Q2	$1.87M	Buy	14,825 +70	+0.5%	+$8.58K	0.44%	64
2021 Q1	$2M	Buy	14,755 +19	+0.1%	+$2.19K	0.42%	75
2020 Q4	$1.67M	Sell	14,736 -155	-1%	-$16.9K	0.45%	58
2020 Q3	$1.57M	Sell	14,891 -4,216	-22%	-$444K	0.42%	66
2020 Q2	$1.91M	Sell	19,107 -214	-1%	-$21.1K	0.53%	55
2020 Q1	$1.71M	Sell	19,321 -3,032	-14%	-$295K	0.58%	56
2019 Q4	$2.28M	Buy	+22,353	New	+$2.15M	0.6%	55

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Wealth Advisory Solutions's XLV Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1% in Q3 2026, selling an estimated $7K and leaving 3,977 shares worth $670K. The position accounts for 0.14% of the portfolio, ranked #87.

Wealth Advisory Solutions first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.28M in Q4 2019. 685 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Wealth Advisory Solutions held 3,977 shares of State Street Health Care Select Sector SPDR ETF worth $670K as of Q3 2026.
Wealth Advisory Solutions sold 42 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $7K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Wealth Advisory Solutions's portfolio in Q3 2026, its #87 holding.
Wealth Advisory Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Wealth Advisory Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $2.28M in Q4 2019.
685 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.