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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Wedmont Private Capital's XLV Position: Q2 2026 in Review

Wedmont Private Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.2% in Q2 2026, selling an estimated $41.5K and leaving 2,740 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #592.

Wedmont Private Capital first reported a position in XLV in Q1 2022 and has held it in 16 quarters since. The position peaked at $631K in Q4 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Wedmont Private Capital held 2,740 shares of State Street Health Care Select Sector SPDR ETF worth $441K as of Q2 2026.
  • Wedmont Private Capital sold 279 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $41.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #592 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 16 quarters since.
  • Wedmont Private Capital's State Street Health Care Select Sector SPDR ETF position peaked at $631K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.