Winch Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Winch Advisory Services’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	$89.2K	Buy	562 +2	+0.4%	+$298	0.02%	152
2026 Q1	$82.1K	Buy	560 +47	+9%	+$7.25K	0.02%	142
2025 Q4	$79.5K	Buy	513 +1	+0.2%	+$150	0.02%	145
2025 Q3	$71.2K	Buy	512 +2	+0.4%	+$271	0.02%	148
2025 Q2	$68.8K	Buy	510 +2	+0.4%	+$270	0.02%	144
2025 Q1	$74.2K	Buy	508 +1	+0.2%	+$145	0.02%	135
2024 Q4	$69.7K	Buy	507 +143	+39%	+$20.9K	0.02%	138
2024 Q3	$56.1K	Buy	364 +1	+0.3%	+$152	0.02%	145
2024 Q2	$52.9K	Buy	363 +1	+0.3%	+$143	0.02%	142
2024 Q1	$53.4K	Buy	362 +2	+0.6%	+$287	0.02%	147
2023 Q4	$49.1K	Buy	360 +1	+0.3%	+$130	0.02%	148
2023 Q3	$46K	Buy	359 +2	+0.6%	+$266	0.02%	142
2023 Q2	$47K	Buy	357 +1	+0.3%	+$132	0.02%	134
2023 Q1	$46K	Buy	356 +2	+0.6%	+$261	0.02%	131
2022 Q4	$48K	Buy	354 +1	+0.3%	+$133	0.02%	127
2022 Q3	$43K	Buy	353 +2	+0.6%	+$258	0.02%	120
2022 Q2	$45K	Buy	351 +1	+0.3%	+$131	0.02%	125
2022 Q1	$48K	Buy	350 +1	+0.3%	+$132	0.02%	132
2021 Q4	$49K	Buy	349 +1	+0.3%	+$133	0.02%	134
2021 Q3	$44K	Buy	348 +1	+0.3%	+$132	0.02%	142
2021 Q2	$44K	Buy	347 +2	+0.6%	+$245	0.02%	135
2021 Q1	$40K	Buy	345 +1	+0.3%	+$115	0.02%	130
2020 Q4	$39K	Buy	344 +1	+0.3%	+$109	0.02%	117
2020 Q3	$36K	Buy	343 +2	+0.6%	+$211	0.02%	110
2020 Q2	$34K	Buy	341 +1	+0.3%	+$99	0.02%	111
2020 Q1	$30K	Buy	340 +4	+1%	+$389	0.01%	112
2019 Q4	$34K	Buy	336 +1	+0.3%	+$96	0.02%	131
2019 Q3	$30K	Buy	335 +2	+0.6%	+$183	0.02%	130
2019 Q2	$31K	Buy	333 +1	+0.3%	+$90	0.02%	132
2019 Q1	$30K	Buy	+332	New	+$29.9K	0.02%	138
2017 Q1	–	Sell	-12	Closed	-$1K	–	313
2016 Q4	$1K	Sell	12 -207	-95%	-$14.4K	﹤0.01%	252
2016 Q3	$16K	Sell	219 -44	-17%	-$3.24K	0.01%	125
2016 Q2	$19K	Buy	263 +9	+4%	+$634	0.02%	110
2016 Q1	$17K	Hold	254	–	–	0.03%	84
2015 Q4	$18K	Sell	254 -257	-50%	-$18.2K	0.02%	90
2015 Q3	$34K	Sell	511 -38,625	-99%	-$2.82M	0.05%	61
2015 Q2	$2.91M	Sell	39,136 -17,402	-31%	-$1.29M	1.59%	19
2015 Q1	$4.1M	Buy	+56,538	New	+$4.03M	2.39%	12
2014 Q4	–	Sell	-110	Closed	-$7K	–	183
2014 Q3	$7K	Buy	110 +1	+0.9%	+$63	﹤0.01%	161
2014 Q2	$7K	Sell	109 -11,501	-99%	-$676K	﹤0.01%	182
2014 Q1	$679K	Buy	+11,610	New	+$669K	0.43%	49

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

Winch Advisory Services's XLV Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.36% in Q2 2026, buying an estimated $298 and bringing the position to 562 shares worth $89.2K. The position accounts for 0.02% of the portfolio, ranked #152.

Winch Advisory Services first reported a position in XLV in Q1 2014 and has held it in 41 quarters since. The position peaked at $4.1M in Q1 2015. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Winch Advisory Services held 562 shares of State Street Health Care Select Sector SPDR ETF worth $89.2K as of Q2 2026.
Winch Advisory Services bought 2 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #152 holding.
Winch Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 41 quarters since.
Winch Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $4.1M in Q1 2015.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.