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

West Michigan 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	$467K	Buy	2,942 +1,179	+67%	+$175K	0.09%	187
2026 Q1	$258K	Buy	+1,763	New	+$272K	0.06%	254
2025 Q4	–	Sell	-3,524	Closed	-$490K	–	287
2025 Q3	$490K	Buy	+3,524	New	+$477K	0.12%	147

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 Michigan Advisors's XLV Position: Q2 2026 in Review

West Michigan Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 67% in Q2 2026, buying an estimated $175K and bringing the position to 2,942 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #187.

West Michigan Advisors first reported a position in XLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $490K in Q3 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

West Michigan Advisors held 2,942 shares of State Street Health Care Select Sector SPDR ETF worth $467K as of Q2 2026.
West Michigan Advisors bought 1,179 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $175K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of West Michigan Advisors's portfolio in Q2 2026, its #187 holding.
West Michigan Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
West Michigan Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $490K in Q3 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.