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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.5M Buy
15,770
+277
+2% +$41.2K 0.48% 53
2026
Q1
$2.27M Buy
15,493
+268
+2% +$41.3K 0.44% 66
2025
Q4
$2.36M Buy
15,225
+218
+1% +$32.6K 0.35% 84
2025
Q3
$2.09M Sell
15,007
-1,360
-8% -$184K 0.31% 96
2025
Q2
$2.21M Buy
16,367
+352
+2% +$47.5K 0.36% 88
2025
Q1
$2.34M Buy
16,015
+96
+0.6% +$13.9K 0.33% 82
2024
Q4
$2.19M Buy
15,919
+141
+0.9% +$20.6K 0.31% 83
2024
Q3
$2.43M Buy
15,778
+474
+3% +$71.8K 0.33% 82
2024
Q2
$2.23M Buy
15,304
+1,871
+14% +$268K 0.24% 100
2024
Q1
$1.98M Sell
13,433
-135
-1% -$19.4K 0.21% 117
2023
Q4
$1.85M Buy
13,568
+1,189
+10% +$155K 0.19% 120
2023
Q3
$1.59M Buy
12,379
+825
+7% +$110K 0.19% 122
2023
Q2
$1.53M Buy
11,554
+272
+2% +$35.9K 0.22% 108
2023
Q1
$1.46M Sell
11,282
-450
-4% -$58.8K 0.17% 119
2022
Q4
$1.56M Buy
+11,732
New +$1.55M 0.11% 138
2022
Q1
$354K Sell
2,716
-8,606
-76% -$1.14M 0.02% 296
2021
Q4
$1.49M Sell
11,322
-1,961
-15% -$260K 0.1% 142
2021
Q3
$1.76M Sell
13,283
-29,712
-69% -$3.93M 0.12% 127
2021
Q2
$5.67M Buy
42,995
+454
+1% +$55.6K 0.4% 69
2021
Q1
$5.23M Sell
42,541
-291
-0.7% -$33.6K 0.41% 69
2020
Q4
$4.95M Buy
42,832
+90
+0.2% +$9.82K 0.42% 68
2020
Q3
$4.73M Sell
42,742
-9,938
-19% -$1.05M 0.46% 65
2020
Q2
$5.64M Sell
52,680
-878
-2% -$86.7K 0.58% 56
2020
Q1
$5.33M Buy
+53,558
New +$5.2M 0.69% 47
2017
Q3
Sell
-52,890
Closed -$4.19M 204
2017
Q2
$4.19M Buy
52,890
+47,011
+800% +$3.58M 1.2% 19
2017
Q1
$436K Buy
+5,879
New +$429K 1.51% 11
2016
Q3
$3.41M Sell
47,433
-52,156
-52% -$3.84M 1.11% 20
2016
Q2
$3.57M Buy
+99,589
New +$7.02M 0.46% 42
2015
Q4
$4.54M Buy
+177,619
New +$12.5M 0.74% 29
2015
Q2
$3.03M Buy
40,724
+27,553
+209% +$2.04M 1.33% 13
2015
Q1
$955K Buy
+13,171
New +$939K 0.44% 45

Other funds holding XLV

WealthPLAN Partners's XLV Position: Q2 2026 in Review

WealthPLAN Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.8% in Q2 2026, buying an estimated $41.2K and bringing the position to 15,770 shares worth $2.5M. The position accounts for 0.48% of the portfolio, ranked #53.

WealthPLAN Partners first reported a position in XLV in Q1 2015 and has held it in 31 quarters since. The position peaked at $5.67M in Q2 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • WealthPLAN Partners held 15,770 shares of State Street Health Care Select Sector SPDR ETF worth $2.5M as of Q2 2026.
  • WealthPLAN Partners bought 277 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $41.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.48% of WealthPLAN Partners's portfolio in Q2 2026, its #53 holding.
  • WealthPLAN Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 31 quarters since.
  • WealthPLAN Partners's State Street Health Care Select Sector SPDR ETF position peaked at $5.67M in Q2 2021.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.