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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$682K Sell
4,299
-128
-3% -$19K 0.33% 89
2026
Q1
$649K Sell
4,427
-6,604
-60% -$1.02M 0.36% 91
2025
Q4
$1.71M Buy
11,031
+8,449
+327% +$1.27M 0.93% 31
2025
Q3
$359K Sell
2,582
-10
-0.4% -$1.35K 0.21% 135
2025
Q2
$349K Sell
2,592
-810
-24% -$109K 0.24% 128
2025
Q1
$497K Sell
3,402
-197
-5% -$28.6K 0.4% 94
2024
Q4
$495K Sell
3,599
-9,294
-72% -$1.36M 0.36% 97
2024
Q3
$1.99M Sell
12,893
-2,028
-14% -$307K 1.47% 11
2024
Q2
$2.17M Sell
14,921
-6,529
-30% -$937K 1.7% 9
2024
Q1
$3.17M Sell
21,450
-2,196
-9% -$315K 1.85% 7
2023
Q4
$3.22M Sell
23,646
-2,466
-9% -$321K 2.24% 5
2023
Q3
$3.36M Buy
26,112
+1,665
+7% +$221K 2.51% 4
2023
Q2
$3.24M Buy
24,447
+1,011
+4% +$133K 2.6% 4
2023
Q1
$3.03M Sell
23,436
-1,318
-5% -$172K 2.85% 4
2022
Q4
$3.36M Buy
24,754
+20,564
+491% +$2.72M 5.82% 3
2022
Q3
$508K Sell
4,190
-1,100
-21% -$142K 0.68% 52
2022
Q2
$678K Buy
5,290
+1,413
+36% +$185K 0.52% 52
2022
Q1
$531K Buy
3,877
+1,554
+67% +$206K 0.57% 70
2021
Q4
$327K Sell
2,323
-18,182
-89% -$2.41M 0.22% 123
2021
Q3
$2.61M Buy
20,505
+13,511
+193% +$1.79M 1.61% 9
2021
Q2
$881K Sell
6,994
-11,450
-62% -$1.4M 1.69% 9
2021
Q1
$2.15M Sell
18,444
-5,592
-23% -$645K 1.61% 10
2020
Q4
$2.73M Buy
24,036
+547
+2% +$59.7K 2.11% 5
2020
Q3
$2.48M Buy
23,489
+2,507
+12% +$264K 3.07% 3
2020
Q2
$2.1M Buy
+20,982
New +$2.07M 2.38% 7
2017
Q1
Sell
-29,736
Closed -$2.05M 131
2016
Q4
$2.05M Sell
29,736
-4,319
-13% -$300K 2.3% 9
2016
Q3
$2.46M Buy
34,055
+11,709
+52% +$862K 2.77% 4
2016
Q2
$1.6M Buy
22,346
+3,299
+17% +$232K 1.66% 17
2016
Q1
$1.29M Buy
+19,047
New +$1.28M 1.61% 22
2015
Q1
Sell
-4,213
Closed -$288K 140
2014
Q4
$288K Buy
+4,213
New +$282K 0.2% 98

Other funds holding XLV

WESPAC Advisors's XLV Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.9% in Q2 2026, selling an estimated $19K and leaving 4,299 shares worth $682K. The position accounts for 0.33% of the portfolio, ranked #89.

WESPAC Advisors first reported a position in XLV in Q4 2014 and has held it in 30 quarters since. The position peaked at $3.36M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • WESPAC Advisors held 4,299 shares of State Street Health Care Select Sector SPDR ETF worth $682K as of Q2 2026.
  • WESPAC Advisors sold 128 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19K.
  • State Street Health Care Select Sector SPDR ETF made up 0.33% of WESPAC Advisors's portfolio in Q2 2026, its #89 holding.
  • WESPAC Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 30 quarters since.
  • WESPAC Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.36M in Q4 2022.
  • 1,311 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.