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Wilson & Boucher Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wilson & Boucher Capital 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 		$2.31M Sell
14,554
-455
-3% -$67.7K 1.36% 18
2026
Q1 		$2.2M Sell
15,009
-405
-3% -$62.5K 1.46% 17
2025
Q4 		$2.39M Sell
15,414
-300
-2% -$44.9K 1.57% 17
2025
Q3 		$2.19M Sell
15,714
-1,375
-8% -$186K 1.44% 17
2025
Q2 		$2.3M Buy
17,089
+575
+3% +$77.6K 1.61% 16
2025
Q1 		$2.41M Buy
16,514
+850
+5% +$123K 1.8% 13
2024
Q4 		$2.15M Buy
15,664
+225
+1% +$32.9K 1.53% 16
2024
Q3 		$2.38M Buy
15,439
+1,805
+13% +$274K 1.64% 16
2024
Q2 		$1.99M Buy
13,634
+1,114
+9% +$160K 1.52% 18
2024
Q1 		$1.85M Buy
12,520
+850
+7% +$122K 1.46% 18
2023
Q4 		$1.59M Buy
11,670
+395
+4% +$51.4K 1.34% 20
2023
Q3 		$1.45M Buy
11,275
+619
+6% +$82.2K 1.38% 19
2023
Q2 		$1.41M Sell
10,656
-50
-0.5% -$6.59K 1.27% 23
2023
Q1 		$1.39M Buy
10,706
+235
+2% +$30.7K 1.33% 22
2022
Q4 		$1.42M Buy
10,471
+315
+3% +$41.7K 1.46% 22
2022
Q3 		$1.23M Buy
10,156
+269
+3% +$34.6K 1.43% 21
2022
Q2 		$1.27M Sell
9,887
-530
-5% -$69.5K 1.39% 20
2022
Q1 		$1.43M Buy
10,417
+1,052
+11% +$139K 1.29% 22
2021
Q4 		$1.32M Buy
+9,365
New +$1.24M 1.19% 26

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wilson & Boucher Capital Management's XLV Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3% in Q2 2026, selling an estimated $67.7K and leaving 14,554 shares worth $2.31M. The position accounts for 1.36% of the portfolio, ranked #18.

Wilson & Boucher Capital Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Wilson & Boucher Capital Management held 14,554 shares of State Street Health Care Select Sector SPDR ETF worth $2.31M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 455 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $67.7K.
  • State Street Health Care Select Sector SPDR ETF made up 1.36% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #18 holding.
  • Wilson & Boucher Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.41M in Q1 2025.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.