WESCAP Management Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WESCAP Management 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 Q2	$473K	Sell	2,981 -76	-2%	-$11.3K	0.09%	93
2026 Q1	$448K	Sell	3,057 -301	-9%	-$46.4K	0.09%	94
2025 Q4	$520K	Sell	3,358 -68	-2%	-$10.2K	0.11%	84
2025 Q3	$477K	Sell	3,426 -285	-8%	-$38.6K	0.1%	85
2025 Q2	$500K	Sell	3,711 -14	-0.4%	-$1.89K	0.11%	80
2025 Q1	$544K	Buy	3,725 +89	+2%	+$12.9K	0.13%	71
2024 Q4	$500K	Sell	3,636 -289	-7%	-$42.3K	0.12%	75
2024 Q3	$605K	Sell	3,925 -1	-0%	-$152	0.15%	67
2024 Q2	$572K	Buy	3,926 +1	+0%	+$143	0.16%	67
2024 Q1	$580K	Sell	3,925 -299	-7%	-$42.9K	0.17%	69
2023 Q4	$576K	Sell	4,224 -374	-8%	-$48.7K	0.19%	64
2023 Q3	$592K	Sell	4,598 -354	-7%	-$47K	0.21%	62
2023 Q2	$657K	Sell	4,952 -323	-6%	-$42.6K	0.23%	60
2023 Q1	$683K	Buy	5,275 +559	+12%	+$73K	0.24%	60
2022 Q4	$641K	Buy	4,716 +1,298	+38%	+$172K	0.23%	61
2022 Q3	$413K	Buy	3,418 +137	+4%	+$17.6K	0.16%	77
2022 Q2	$420K	Buy	3,281 +295	+10%	+$38.7K	0.14%	77
2022 Q1	$409K	Hold	2,986	–	–	0.12%	78
2021 Q4	$420K	Buy	2,986 +274	+10%	+$36.4K	0.12%	74
2021 Q3	$345K	Hold	2,712	–	–	0.1%	74
2021 Q2	$341K	Hold	2,712	–	–	0.1%	74
2021 Q1	$316K	Sell	2,712 -74	-3%	-$8.54K	0.09%	76
2020 Q4	$316K	Sell	2,786 -2,423	-47%	-$264K	0.09%	71
2020 Q3	$549K	Sell	5,209 -226	-4%	-$23.8K	0.18%	63
2020 Q2	$543K	Sell	5,435 -22	-0.4%	-$2.17K	0.19%	67
2020 Q1	$483K	Buy	+5,457	New	+$530K	0.2%	64

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

WESCAP Management Group's XLV Position: Q2 2026 in Review

WESCAP Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, selling an estimated $11.3K and leaving 2,981 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #93.

WESCAP Management Group first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $683K in Q1 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WESCAP Management Group held 2,981 shares of State Street Health Care Select Sector SPDR ETF worth $473K as of Q2 2026.
WESCAP Management Group sold 76 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of WESCAP Management Group's portfolio in Q2 2026, its #93 holding.
WESCAP Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
WESCAP Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $683K in Q1 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.