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

Wetzel Investment 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 Q3	$446K	Hold	2,651	–	–	0.15%	76
2026 Q2	$421K	Buy	2,651 +9	+0.3%	+$1.34K	0.15%	80
2026 Q1	$387K	Buy	2,642 +4	+0.2%	+$617	0.15%	86
2025 Q4	$408K	Buy	2,638 +3	+0.1%	+$449	0.17%	79
2025 Q3	$367K	Sell	2,635 -135	-5%	-$18.3K	0.16%	79
2025 Q2	$373K	Sell	2,770 -6	-0.2%	-$810	0.17%	79
2025 Q1	$405K	Sell	2,776 -80	-3%	-$11.6K	0.2%	76
2024 Q4	$393K	Buy	2,856 +34	+1%	+$4.97K	0.2%	78
2024 Q3	$435K	Sell	2,822 -829	-23%	-$126K	0.22%	73
2024 Q2	$539K	Buy	3,651 +98	+3%	+$14.1K	0.31%	58
2024 Q1	$492K	Sell	3,553 -162	-4%	-$23.2K	0.29%	62
2023 Q4	$507K	Buy	+3,715	New	+$483K	0.31%	51

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wetzel Investment Advisors's XLV Position: Q3 2026 in Review

Wetzel Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 2,651 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #76.

Wetzel Investment Advisors first reported a position in XLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $539K in Q2 2024. 315 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Wetzel Investment Advisors held 2,651 shares of State Street Health Care Select Sector SPDR ETF worth $446K as of Q3 2026.
Wetzel Investment Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Wetzel Investment Advisors's portfolio in Q3 2026, its #76 holding.
Wetzel Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $539K in Q2 2024.
315 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.