Wellspring Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wellspring Financial Advisors’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	$43.7M	Buy	275,344 +3,133	+1%	+$466K	2.88%	11
2026 Q1	$39.9M	Sell	272,211 -9,507	-3%	-$1.47M	2.99%	9
2025 Q4	$43.6M	Buy	281,718 +16,496	+6%	+$2.47M	3.45%	7
2025 Q3	$36.9M	Buy	+265,222	New	+$35.9M	3.39%	7
2024 Q3	–	Sell	-2,863	Closed	-$417K	–	181
2024 Q2	$417K	Buy	+2,863	New	+$411K	0.06%	89

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellspring Financial Advisors's XLV Position: Q2 2026 in Review

Wellspring Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q2 2026, buying an estimated $466K and bringing the position to 275,344 shares worth $43.7M. The position accounts for 2.88% of the portfolio, ranked #11.

Wellspring Financial Advisors first reported a position in XLV in Q2 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wellspring Financial Advisors held 275,344 shares of State Street Health Care Select Sector SPDR ETF worth $43.7M as of Q2 2026.
Wellspring Financial Advisors bought 3,133 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $466K.
State Street Health Care Select Sector SPDR ETF made up 2.88% of Wellspring Financial Advisors's portfolio in Q2 2026, its #11 holding.
Wellspring Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
371 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.