Wealthedge Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealthedge Investment 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	$5.2M	Sell	32,790 -8,010	-20%	-$1.19M	1.77%	15
2026 Q1	$5.98M	Buy	40,800 +15,345	+60%	+$2.37M	2.2%	11
2025 Q4	$3.94M	Sell	25,455 -59	-0.2%	-$8.84K	1.46%	21
2025 Q3	$3.55M	Buy	25,514 +9,753	+62%	+$1.32M	1.34%	22
2025 Q2	$2.12M	Buy	15,761 +338	+2%	+$45.6K	0.89%	33
2025 Q1	$2.25M	Buy	15,423 +4,195	+37%	+$609K	1.02%	27
2024 Q4	$1.54M	Buy	+11,228	New	+$1.64M	0.7%	39

Other funds holding XLV

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Wealthedge Investment Advisors's XLV Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, selling an estimated $1.19M and leaving 32,790 shares worth $5.2M. The position accounts for 1.77% of the portfolio, ranked #15.

Wealthedge Investment Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.98M in Q1 2026. 701 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wealthedge Investment Advisors held 32,790 shares of State Street Health Care Select Sector SPDR ETF worth $5.2M as of Q2 2026.
Wealthedge Investment Advisors sold 8,010 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.19M.
State Street Health Care Select Sector SPDR ETF made up 1.77% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #15 holding.
Wealthedge Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.98M in Q1 2026.
701 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.