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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wetzel Investment Advisors's XLV Position: Q2 2026 in Review

Wetzel Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.34% in Q2 2026, buying an estimated $1.34K and bringing the position to 2,651 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #80.

Wetzel Investment Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $539K in Q2 2024. 669 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Wetzel Investment Advisors held 2,651 shares of State Street Health Care Select Sector SPDR ETF worth $421K as of Q2 2026.
  • Wetzel Investment Advisors bought 9 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of Wetzel Investment Advisors's portfolio in Q2 2026, its #80 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 11 quarters since.
  • Wetzel Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $539K in Q2 2024.
  • 669 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.