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

West 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	–	Sell	-25,165	Closed	-$3.69M	–	227
2026 Q1	$3.69M	Buy	+25,165	New	+$3.88M	0.63%	24
2023 Q1	–	Sell	-12,286	Closed	-$1.67M	–	177
2022 Q4	$1.67M	Buy	12,286 +611	+5%	+$81K	0.47%	23
2022 Q3	$1.41M	Buy	+11,675	New	+$1.5M	0.42%	25
2022 Q1	–	Sell	-8,825	Closed	-$1.24M	–	202
2021 Q4	$1.24M	Buy	8,825 +1,029	+13%	+$137K	0.33%	23
2021 Q3	$992K	Buy	+7,796	New	+$1.03M	0.29%	25

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

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

West Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 25,165 shares — an estimated $3.69M sold.

West Financial Advisors first reported a position in XLV in Q3 2021 and held it in 5 quarters. The position peaked at $3.69M in Q1 2026. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

West Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
West Financial Advisors sold 25,165 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.69M.
West Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
West Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.69M in Q1 2026.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.