Wedmont Private Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wedmont Private Capital’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	$805K	Buy	4,787 +2,047	+75%	+$341K	0.02%	446
2026 Q2	$441K	Sell	2,740 -279	-9%	-$41.5K	0.01%	592
2026 Q1	$452K	Sell	3,019 -905	-23%	-$140K	0.01%	530
2025 Q4	$626K	Buy	3,924 +10	+0.3%	+$1.5K	0.02%	398
2025 Q3	$564K	Buy	3,914 +11	+0.3%	+$1.49K	0.02%	431
2025 Q2	$529K	Sell	3,903 -621	-14%	-$83.9K	0.02%	410
2025 Q1	$619K	Buy	4,524 +6	+0.1%	+$872	0.03%	327
2024 Q4	$631K	Buy	4,518 +1,085	+32%	+$159K	0.03%	307
2024 Q3	$518K	Buy	3,433 +5	+0.1%	+$758	0.03%	341
2024 Q2	$508K	Buy	3,428 +4	+0.1%	+$574	0.03%	337
2024 Q1	$491K	Sell	3,424 -2	-0.1%	-$287	0.04%	324
2023 Q4	$481K	Buy	3,426 +625	+22%	+$81.3K	0.04%	320
2023 Q3	$365K	Sell	2,801 -1,143	-29%	-$152K	0.04%	327
2023 Q2	$519K	Buy	3,944 +2,284	+138%	+$301K	0.06%	236
2023 Q1	$221K	Buy	1,660 +72	+5%	+$9.4K	0.03%	418
2022 Q4	$215K	Buy	+1,588	New	+$210K	0.03%	413
2022 Q2	–	Sell	-1,644	Closed	-$225K	–	389
2022 Q1	$225K	Buy	+1,644	New	+$218K	0.05%	292

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Wedmont Private Capital's XLV Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 75% in Q3 2026, buying an estimated $341K and bringing the position to 4,787 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #446.

Wedmont Private Capital first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Wedmont Private Capital held 4,787 shares of State Street Health Care Select Sector SPDR ETF worth $805K as of Q3 2026.
Wedmont Private Capital bought 2,047 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $341K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #446 holding.
Wedmont Private Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.