WealthTrust Axiom’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WealthTrust Axiom’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	$329K	Hold	2,072	–	–	0.07%	214
2026 Q1	$304K	Hold	2,072	–	–	0.07%	201
2025 Q4	$321K	Hold	2,072	–	–	0.08%	190
2025 Q3	$288K	Buy	2,072 +228	+12%	+$30.9K	0.08%	198
2025 Q2	$249K	Hold	1,844	–	–	0.07%	207
2025 Q1	$269K	Sell	1,844 -20	-1%	-$2.9K	0.08%	199
2024 Q4	$256K	Sell	1,864 -1	-0.1%	-$146	0.08%	204
2024 Q3	$287K	Sell	1,865 -7	-0.4%	-$1.06K	0.09%	192
2024 Q2	$273K	Hold	1,872	–	–	0.09%	188
2024 Q1	$277K	Hold	1,872	–	–	0.09%	189
2023 Q4	$255K	Buy	1,872 +69	+4%	+$8.98K	0.09%	195
2023 Q3	$232K	Hold	1,803	–	–	0.08%	193
2023 Q2	$239K	Hold	1,803	–	–	0.08%	200
2023 Q1	$233K	Hold	1,803	–	–	0.08%	204
2022 Q4	$245K	Hold	1,803	–	–	0.09%	186
2022 Q3	$218K	Hold	1,803	–	–	0.08%	197
2022 Q2	$231K	Hold	1,803	–	–	0.08%	198
2022 Q1	$247K	Buy	1,803 +88	+5%	+$11.7K	0.08%	201
2021 Q4	$241K	Sell	1,715 -42	-2%	-$5.58K	0.08%	202
2021 Q3	$223K	Hold	1,757	–	–	0.08%	209
2021 Q2	$221K	Hold	1,757	–	–	0.07%	216
2021 Q1	$205K	Buy	+1,757	New	+$203K	0.07%	215
2016 Q1	–	Sell	-2,915	Closed	-$209K	–	229
2015 Q4	$209K	Buy	+2,915	New	+$206K	0.08%	181
2015 Q3	–	Sell	-2,915	Closed	-$216K	–	232
2015 Q2	$216K	Hold	2,915	–	–	0.08%	191
2015 Q1	$211K	Buy	+2,915	New	+$208K	0.08%	191
2014 Q4	–	Sell	-3,165	Closed	-$202K	–	236
2014 Q3	$202K	Buy	+3,165	New	+$198K	0.07%	195
2014 Q2	–	Sell	-3,665	Closed	-$214K	–	225
2014 Q1	$214K	Buy	+3,665	New	+$211K	0.08%	175

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 22.96% 1-Year Est. Return

HIIFS

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

WealthTrust Axiom's XLV Position: Q2 2026 in Review

WealthTrust Axiom held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,072 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #214.

WealthTrust Axiom first reported a position in XLV in Q1 2014 and has held it in 27 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WealthTrust Axiom held 2,072 shares of State Street Health Care Select Sector SPDR ETF worth $329K as of Q2 2026.
WealthTrust Axiom left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.07% of WealthTrust Axiom's portfolio in Q2 2026, its #214 holding.
WealthTrust Axiom first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 27 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.