Westside Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Westside Investment Management’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	$6.23M	Buy	39,260 +1,755	+5%	+$261K	0.82%	32
2026 Q1	$5.5M	Buy	37,505 +3,944	+12%	+$608K	0.84%	27
2025 Q4	$5.2M	Buy	33,561 +943	+3%	+$141K	0.83%	29
2025 Q3	$4.56M	Sell	32,618 -157	-0.5%	-$21.2K	0.73%	33
2025 Q2	$4.43M	Buy	32,775 +6,463	+25%	+$873K	0.82%	30
2025 Q1	$3.83M	Buy	26,312 +4,799	+22%	+$697K	0.82%	31
2024 Q4	$2.96M	Sell	21,513 -162	-0.7%	-$23.7K	0.62%	41
2024 Q3	$3.33M	Buy	21,675 +1,405	+7%	+$213K	0.71%	37
2024 Q2	$2.95M	Buy	20,270 +1,050	+5%	+$151K	0.68%	38
2024 Q1	$2.84M	Buy	19,220 +1,327	+7%	+$190K	0.68%	37
2023 Q4	$2.44M	Buy	17,893 +5,493	+44%	+$715K	0.62%	39
2023 Q3	$1.6M	Buy	12,400 +465	+4%	+$61.7K	0.46%	57
2023 Q2	$1.58M	Hold	11,935	–	–	0.45%	62
2023 Q1	$1.55M	Buy	11,935 +665	+6%	+$86.9K	0.45%	60
2022 Q4	$93.5K	Buy	11,270 +598	+6%	+$79.2K	0.23%	94
2022 Q3	$114K	Buy	10,672 +520	+5%	+$67K	0.27%	86
2022 Q2	$81.3K	Buy	10,152 +380	+4%	+$49.8K	0.18%	106
2022 Q1	$81.3K	Buy	9,772 +50	+0.5%	+$6.62K	0.18%	108
2021 Q4	$75.8K	Buy	9,722 +125	+1%	+$16.6K	0.17%	103
2021 Q3	$75K	Sell	9,597 -50	-0.5%	-$6.61K	0.17%	101
2021 Q2	$74.2K	Sell	9,647 -490	-5%	-$60.1K	0.17%	98
2021 Q1	$45.5K	Buy	10,137 +275	+3%	+$31.7K	0.12%	115
2020 Q4	$1.12K	Buy	9,862 +5	+0.1%	+$546	﹤0.01%	190
2020 Q3	$1.04K	Buy	9,857 +550	+6%	+$57.9K	﹤0.01%	204
2020 Q2	$931	Buy	9,307 +25	+0.3%	+$2.47K	﹤0.01%	180
2020 Q1	$20.7K	Buy	+9,282	New	+$902K	0.01%	120
2019 Q2	$1.02K	Buy	+10,992	New	+$988K	﹤0.01%	113
2018 Q4	$514K	Sell	5,945 -300	-5%	-$27.2K	0.19%	90
2018 Q3	$597K	Buy	6,245 +500	+9%	+$45.2K	0.19%	79
2018 Q2	$481K	Buy	5,745 +750	+15%	+$62.2K	0.17%	85
2018 Q1	$397K	Buy	4,995 +228	+5%	+$19.4K	0.22%	103
2017 Q4	$405K	Buy	4,767 +200	+4%	+$16.5K	0.22%	102
2017 Q3	$376K	Hold	4,567	–	–	0.23%	94
2017 Q2	$361K	Buy	4,567 +100	+2%	+$7.62K	0.24%	93
2017 Q1	$331K	Buy	4,467 +3,050	+215%	+$222K	0.16%	98
2016 Q4	$100K	Buy	+1,417	New	+$98.4K	0.07%	139

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Westside Investment Management's XLV Position: Q2 2026 in Review

Westside Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.7% in Q2 2026, buying an estimated $261K and bringing the position to 39,260 shares worth $6.23M. The position accounts for 0.82% of the portfolio, ranked #32.

Westside Investment Management first reported a position in XLV in Q4 2016 and has held it in 36 quarters since. 747 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Westside Investment Management held 39,260 shares of State Street Health Care Select Sector SPDR ETF worth $6.23M as of Q2 2026.
Westside Investment Management bought 1,755 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $261K.
State Street Health Care Select Sector SPDR ETF made up 0.82% of Westside Investment Management's portfolio in Q2 2026, its #32 holding.
Westside Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
747 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.