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XLV icon

Whitney & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Whitney & Co’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 		$359K Sell
2,265
-129
-5% -$19.2K 0.03% 140
2026
Q1 		$351K Sell
2,394
-69
-3% -$10.6K 0.03% 138
2025
Q4 		$381K Sell
2,463
-209
-8% -$31.3K 0.03% 135
2025
Q3 		$372K Sell
2,672
-611
-19% -$82.7K 0.03% 108
2025
Q2 		$442K Buy
3,283
+182
+6% +$24.6K 0.04% 92
2025
Q1 		$453K Buy
3,101
+803
+35% +$117K 0.05% 91
2024
Q4 		$316K Sell
2,298
-518
-18% -$75.8K 0.03% 101
2024
Q3 		$434K Buy
2,816
+312
+12% +$47.3K 0.05% 92
2024
Q2 		$365K Sell
2,504
-133
-5% -$19.1K 0.04% 94
2024
Q1 		$390K Sell
2,637
-773
-23% -$111K 0.05% 99
2023
Q4 		$465K Buy
3,410
+190
+6% +$24.7K 0.06% 88
2023
Q3 		$415K Sell
3,220
-99
-3% -$13.1K 0.06% 91
2023
Q2 		$441K Buy
3,319
+97
+3% +$12.8K 0.06% 91
2023
Q1 		$417K Buy
3,222
+155
+5% +$20.2K 0.07% 96
2022
Q4 		$417K Buy
3,067
+30
+1% +$3.98K 0.08% 93
2022
Q3 		$368K Sell
3,037
-162
-5% -$20.9K 0.07% 102
2022
Q2 		$410K Buy
3,199
+68
+2% +$8.91K 0.07% 91
2022
Q1 		$429K Buy
+3,131
New +$415K 0.07% 99

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Whitney & Co's XLV Position: Q2 2026 in Review

Whitney & Co reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.4% in Q2 2026, selling an estimated $19.2K and leaving 2,265 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #140.

Whitney & Co first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $465K in Q4 2023. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Whitney & Co held 2,265 shares of State Street Health Care Select Sector SPDR ETF worth $359K as of Q2 2026.
  • Whitney & Co sold 129 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #140 holding.
  • Whitney & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Whitney & Co's State Street Health Care Select Sector SPDR ETF position peaked at $465K in Q4 2023.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.