WAP
XLV icon

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

Wealthcare Advisory Partners’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 		$2.85M Buy
17,958
+646
+4% +$96.1K 0.05% 282
2026
Q1 		$2.54M Sell
17,312
-433
-2% -$66.8K 0.05% 315
2025
Q4 		$2.75M Sell
17,745
-72
-0.4% -$10.8K 0.05% 286
2025
Q3 		$2.48M Sell
17,817
-3,932
-18% -$532K 0.05% 291
2025
Q2 		$2.93M Sell
21,749
-414
-2% -$55.9K 0.07% 246
2025
Q1 		$3.24M Sell
22,163
-631
-3% -$91.7K 0.09% 199
2024
Q4 		$3.14M Sell
22,794
-2,691
-11% -$394K 0.09% 192
2024
Q3 		$3.93M Buy
25,485
+2,555
+11% +$387K 0.11% 162
2024
Q2 		$3.34M Sell
22,930
-1,273
-5% -$183K 0.1% 155
2024
Q1 		$3.58M Buy
24,203
+5,931
+32% +$851K 0.12% 151
2023
Q4 		$2.49M Buy
18,272
+4,256
+30% +$554K 0.1% 169
2023
Q3 		$1.8M Sell
14,016
-188
-1% -$25K 0.08% 186
2023
Q2 		$1.89M Sell
14,204
-639
-4% -$84.2K 0.08% 186
2023
Q1 		$1.92M Buy
14,843
+1,420
+11% +$185K 0.08% 184
2022
Q4 		$1.82M Sell
13,423
-34,461
-72% -$4.57M 0.09% 173
2022
Q3 		$5.8M Buy
47,884
+17,408
+57% +$2.24M 0.33% 64
2022
Q2 		$3.91M Buy
30,476
+24,252
+390% +$3.18M 0.24% 70
2022
Q1 		$853K Buy
6,224
+583
+10% +$77.2K 0.05% 218
2021
Q4 		$795K Sell
5,641
-3,252
-37% -$432K 0.05% 233
2021
Q3 		$1.13M Buy
8,893
+4,086
+85% +$540K 0.07% 170
2021
Q2 		$605K Buy
4,807
+2,003
+71% +$245K 0.04% 280
2021
Q1 		$327K Sell
2,804
-40
-1% -$4.62K 0.02% 367
2020
Q4 		$323K Buy
2,844
+661
+30% +$72.2K 0.03% 308
2020
Q3 		$230K Buy
+2,183
New +$230K 0.03% 313
2020
Q2 		– Sell
-2,045
Closed -$181K – 1385
2020
Q1 		$181K Buy
2,045
+1,029
+101% +$100K 0.03% 272
2019
Q4 		$103K Buy
1,016
+106
+12% +$10.2K 0.01% 402
2019
Q3 		$82K Buy
910
+208
+30% +$19K 0.01% 437
2019
Q2 		$65K Buy
702
+90
+15% +$8.09K 0.01% 458
2019
Q1 		$56K Sell
612
-170
-22% -$15.3K 0.01% 439
2018
Q4 		$68K Sell
782
-131
-14% -$11.9K 0.01% 375
2018
Q3 		$87K Buy
913
+198
+28% +$17.9K 0.02% 360
2018
Q2 		$60K Buy
715
+223
+45% +$18.5K 0.01% 434
2018
Q1 		$40K Buy
492
+263
+115% +$22.4K 0.01% 442
2017
Q4 		$19K Buy
229
+26
+13% +$2.14K ﹤0.01% 554
2017
Q3 		$17K Buy
+203
New +$16.3K 0.01% 458

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Wealthcare Advisory Partners's XLV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.7% in Q2 2026, buying an estimated $96.1K and bringing the position to 17,958 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #282.

Wealthcare Advisory Partners first reported a position in XLV in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.8M in Q3 2022. 537 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Wealthcare Advisory Partners held 17,958 shares of State Street Health Care Select Sector SPDR ETF worth $2.85M as of Q2 2026.
  • Wealthcare Advisory Partners bought 646 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $96.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #282 holding.
  • Wealthcare Advisory Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
  • Wealthcare Advisory Partners's State Street Health Care Select Sector SPDR ETF position peaked at $5.8M in Q3 2022.
  • 537 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.