WESPAC Advisors SoCal’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WESPAC Advisors SoCal’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	$11M	Buy	69,416 +3,201	+5%	+$476K	1.97%	20
2026 Q1	$9.71M	Buy	66,215 +4,757	+8%	+$734K	2.06%	19
2025 Q4	$9.51M	Buy	61,458 +2,059	+3%	+$308K	1.92%	17
2025 Q3	$8.27M	Sell	59,399 -22,140	-27%	-$3M	1.68%	24
2025 Q2	$11M	Sell	81,539 -22,386	-22%	-$3.02M	2.45%	13
2025 Q1	$15.2M	Buy	103,925 +11,630	+13%	+$1.69M	3.95%	3
2024 Q4	$12.7M	Sell	92,295 -4,602	-5%	-$673K	2.87%	12
2024 Q3	$14.9M	Buy	96,897 +11,607	+14%	+$1.76M	3.45%	8
2024 Q2	$12.4M	Buy	85,290 +52,495	+160%	+$7.53M	3.12%	9
2024 Q1	$4.84M	Buy	32,795 +13,232	+68%	+$1.9M	1.27%	28
2023 Q4	$2.67M	Buy	19,563 +1,912	+11%	+$249K	0.78%	35
2023 Q3	$2.27M	Buy	17,651 +380	+2%	+$50.5K	0.77%	39
2023 Q2	$2.29M	Sell	17,271 -80	-0.5%	-$10.5K	0.78%	36
2023 Q1	$2.25M	Buy	17,351 +480	+3%	+$62.7K	0.77%	37
2022 Q4	$2.29M	Buy	16,871 +307	+2%	+$40.7K	0.85%	35
2022 Q3	$2.2M	Sell	16,564 -1	-0%	-$129	0.92%	32
2022 Q2	$2.12M	Buy	16,565 +87	+0.5%	+$11.4K	0.81%	33
2022 Q1	$2.26M	Buy	16,478 +267	+2%	+$35.4K	0.7%	37
2021 Q4	$2.13M	Buy	16,211 +10,770	+198%	+$1.43M	0.65%	37
2021 Q3	$686K	Buy	5,441 +655	+14%	+$86.6K	0.22%	59
2021 Q2	$603K	Buy	4,786 +150	+3%	+$18.4K	0.2%	63
2021 Q1	$541K	Buy	4,636 +574	+14%	+$66.3K	0.21%	58
2020 Q4	$461K	Sell	4,062 -2,815	-41%	-$307K	0.18%	60
2020 Q3	$745K	Buy	6,877 +788	+13%	+$82.9K	0.35%	42
2020 Q2	$613K	Buy	6,089 +1,250	+26%	+$123K	0.28%	50
2020 Q1	$488K	Sell	4,839 -2,025	-30%	-$197K	0.27%	48
2019 Q4	$699K	Buy	6,864 +705	+11%	+$67.8K	0.33%	48
2019 Q3	$555K	Buy	6,159 +554	+10%	+$50.6K	0.27%	54
2019 Q2	$519K	Buy	5,605 +1,580	+39%	+$142K	0.28%	55
2019 Q1	$369K	Buy	+4,025	New	+$363K	0.2%	61
2018 Q4	–	Hold	0	–	–	–	59
2018 Q3	–	Sell	-3,715	Closed	-$336K	–	65
2018 Q2	$310K	Buy	3,715 +475	+15%	+$39.4K	0.18%	66
2018 Q1	$263K	Buy	3,240 +75	+2%	+$6.39K	0.15%	71
2017 Q4	$261K	Sell	3,165 -2,025	-39%	-$167K	0.15%	71
2017 Q3	$424K	Hold	5,190	–	–	0.25%	60
2017 Q2	$411K	Sell	5,190 -300	-5%	-$22.9K	0.26%	56
2017 Q1	$408K	Sell	5,490 -450	-8%	-$32.8K	0.25%	59
2016 Q4	$410K	Sell	5,940 -10,650	-64%	-$739K	0.27%	55
2016 Q3	$1.2M	Hold	16,590	–	–	0.81%	29
2016 Q2	$1.19M	Buy	16,590 +8,150	+97%	+$574K	0.77%	30
2016 Q1	$572K	Sell	8,440 -2,035	-19%	-$136K	0.42%	42
2015 Q4	$754K	Buy	+10,475	New	+$740K	0.5%	37

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

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

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

WESPAC Advisors SoCal's XLV Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.8% in Q2 2026, buying an estimated $476K and bringing the position to 69,416 shares worth $11M. The position accounts for 1.97% of the portfolio, ranked #20.

WESPAC Advisors SoCal first reported a position in XLV in Q4 2015 and has held it in 41 quarters since. The position peaked at $15.2M in Q1 2025. 371 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WESPAC Advisors SoCal held 69,416 shares of State Street Health Care Select Sector SPDR ETF worth $11M as of Q2 2026.
WESPAC Advisors SoCal bought 3,201 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $476K.
State Street Health Care Select Sector SPDR ETF made up 1.97% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #20 holding.
WESPAC Advisors SoCal first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 41 quarters since.
WESPAC Advisors SoCal's State Street Health Care Select Sector SPDR ETF position peaked at $15.2M in Q1 2025.
371 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.