Wealthspire Advisors (New York)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealthspire Advisors (New York)’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	$4.84M	Buy	30,502 +12,946	+74%	+$1.93M	0.03%	269
2026 Q1	$2.57M	Sell	17,556 -365	-2%	-$56.3K	0.02%	248
2025 Q4	$2.77M	Buy	17,921 +227	+1%	+$34K	0.02%	242
2025 Q3	$2.46M	Sell	17,694 -11,795	-40%	-$1.6M	0.01%	248
2025 Q2	$3.97M	Buy	29,489 +885	+3%	+$120K	0.02%	178
2025 Q1	$4.18M	Sell	28,604 -1,027	-3%	-$149K	0.03%	174
2024 Q4	$4.08M	Buy	29,631 +514	+2%	+$75.2K	0.04%	160
2024 Q3	$4.48M	Buy	29,117 +3,461	+13%	+$525K	0.05%	153
2024 Q2	$3.74M	Buy	25,656 +11,212	+78%	+$1.61M	0.05%	137
2024 Q1	$2.13M	Sell	14,444 -207	-1%	-$29.7K	0.03%	189
2023 Q4	$2M	Buy	14,651 +1,658	+13%	+$216K	0.03%	193
2023 Q3	$1.67M	Sell	12,993 -1,081	-8%	-$144K	0.03%	193
2023 Q2	$1.87M	Sell	14,074 -43	-0.3%	-$5.67K	0.03%	159
2023 Q1	$1.83M	Buy	14,117 +128	+0.9%	+$16.7K	0.03%	166
2022 Q4	$1.9M	Buy	13,989 +622	+5%	+$82.4K	0.03%	161
2022 Q3	$1.62M	Buy	13,367 +939	+8%	+$121K	0.03%	165
2022 Q2	$1.59M	Buy	12,428 +6,192	+99%	+$812K	0.03%	161
2022 Q1	$854K	Buy	6,236 +1,409	+29%	+$187K	0.02%	208
2021 Q4	$680K	Sell	4,827 -249	-5%	-$33.1K	0.02%	272
2021 Q3	$646K	Buy	+5,076	New	+$671K	0.01%	311
2021 Q2	–	Sell	-5,887	Closed	-$687K	–	680
2021 Q1	$687K	Buy	+5,887	New	+$680K	0.02%	329
2020 Q2	–	Sell	-4,971	Closed	-$440K	–	540
2020 Q1	$440K	Buy	+4,971	New	+$483K	0.02%	313
2019 Q1	–	Sell	-62	Closed	-$5K	–	818
2018 Q4	$5K	Buy	+62	New	+$5.61K	﹤0.01%	660

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealthspire Advisors (New York)'s XLV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 74% in Q2 2026, buying an estimated $1.93M and bringing the position to 30,502 shares worth $4.84M. The position accounts for 0.03% of the portfolio, ranked #269.

Wealthspire Advisors (New York) first reported a position in XLV in Q4 2018 and has held it in 23 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wealthspire Advisors (New York) held 30,502 shares of State Street Health Care Select Sector SPDR ETF worth $4.84M as of Q2 2026.
Wealthspire Advisors (New York) bought 12,946 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.93M.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #269 holding.
Wealthspire Advisors (New York) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.