Weaver Consulting Group
XLV icon

Weaver Consulting Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Weaver Consulting Group’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
Q3 		$279K Sell
1,658
-20
-1% -$3.34K 0.05% 250
2026
Q2 		$266K Hold
1,678
– – 0.05% 247
2026
Q1 		$246K Hold
1,678
– – 0.06% 241
2025
Q4 		$260K Buy
+1,678
New +$251K 0.06% 227
2024
Q4 		– Sell
-1,739
Closed -$268K – 234
2024
Q3 		$268K Buy
1,739
+95
+6% +$14.4K 0.09% 176
2024
Q2 		$240K Sell
1,644
-28
-2% -$4.02K 0.08% 174
2024
Q1 		$247K Buy
1,672
+175
+12% +$25.1K 0.09% 172
2023
Q4 		$204K Sell
1,497
-135
-8% -$17.6K 0.08% 188
2023
Q3 		$210K Sell
1,632
-283
-15% -$37.6K 0.09% 170
2023
Q2 		$254K Buy
1,915
+78
+4% +$10.3K 0.11% 149
2023
Q1 		$238K Buy
+1,837
New +$240K 0.11% 155
2020
Q4 		– Sell
-1,126
Closed -$119K – 926
2020
Q3 		$119K Buy
1,126
+50
+5% +$5.26K 0.07% 169
2020
Q2 		$108K Buy
1,076
+50
+5% +$4.94K 0.06% 182
2020
Q1 		$91K Sell
1,026
-135
-12% -$13.1K 0.06% 170
2019
Q4 		$105K Sell
1,161
-50
-4% -$4.81K 0.06% 168
2019
Q3 		$112K Hold
1,211
– – 0.06% 155
2019
Q2 		$112K Hold
1,211
– – 0.06% 139
2019
Q1 		$111K Buy
+1,211
New +$109K 0.03% 303

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Weaver Consulting Group's XLV Position: Q3 2026 in Review

Weaver Consulting Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q3 2026, selling an estimated $3.34K and leaving 1,658 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #250.

Weaver Consulting Group first reported a position in XLV in Q1 2019 and has held it in 18 quarters since. 1,282 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Weaver Consulting Group held 1,658 shares of State Street Health Care Select Sector SPDR ETF worth $279K as of Q3 2026.
  • Weaver Consulting Group sold 20 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $3.34K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #250 holding.
  • Weaver Consulting Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 18 quarters since.
  • 1,282 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.