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

Windsor 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	$2.33M	Buy	14,690 +137	+0.9%	+$20.4K	0.61%	33
2026 Q1	$2.13M	Sell	14,553 -619	-4%	-$95.5K	0.6%	32
2025 Q4	$2.35M	Buy	15,172 +3	+0%	+$449	0.65%	34
2025 Q3	$2.11M	Buy	15,169 +142	+0.9%	+$19.2K	0.58%	36
2025 Q2	$2.03M	Sell	15,027 -917	-6%	-$124K	0.59%	37
2025 Q1	$2.33M	Sell	15,944 -16	-0.1%	-$2.32K	0.71%	31
2024 Q4	$2.2M	Sell	15,960 -215	-1%	-$31.5K	0.65%	34
2024 Q3	$2.49M	Sell	16,175 -109	-0.7%	-$16.5K	0.72%	30
2024 Q2	$2.37M	Sell	16,284 -1,635	-9%	-$235K	0.73%	30
2024 Q1	$2.65M	Buy	17,919 +56	+0.3%	+$8.03K	0.82%	29
2023 Q4	$2.44M	Sell	17,863 -9	-0.1%	-$1.17K	0.8%	29
2023 Q3	$2.3M	Sell	17,872 -124	-0.7%	-$16.5K	0.8%	28
2023 Q2	$2.39M	Sell	17,996 -408	-2%	-$53.8K	0.79%	28
2023 Q1	$2.38M	Sell	18,404 -316	-2%	-$41.3K	0.82%	28
2022 Q4	$2.54M	Buy	18,720 +28	+0.1%	+$3.71K	0.93%	27
2022 Q3	$2.26M	Sell	18,692 -39	-0.2%	-$5.02K	0.85%	28
2022 Q2	$2.4M	Sell	18,731 -153	-0.8%	-$20.1K	0.86%	28
2022 Q1	$2.59M	Sell	18,884 -35	-0.2%	-$4.63K	0.8%	31
2021 Q4	$2.67M	Buy	18,919 +943	+5%	+$125K	0.8%	31
2021 Q3	$2.29M	Sell	17,976 -345	-2%	-$45.6K	0.73%	31
2021 Q2	$2.31M	Buy	18,321 +487	+3%	+$59.7K	0.76%	31
2021 Q1	$2.08M	Sell	17,834 -12	-0.1%	-$1.39K	0.72%	32
2020 Q4	$2.02M	Sell	17,846 -10	-0.1%	-$1.09K	0.76%	32
2020 Q3	$1.88M	Buy	17,856 +155	+0.9%	+$16.3K	0.79%	32
2020 Q2	$1.77M	Buy	17,701 +428	+2%	+$42.2K	0.76%	31
2020 Q1	$1.53M	Buy	17,273 +30	+0.2%	+$2.92K	0.77%	33
2019 Q4	$1.76M	Sell	17,243 -297	-2%	-$28.6K	0.74%	33
2019 Q3	$1.58M	Buy	17,540 +1,475	+9%	+$135K	0.71%	37
2019 Q2	$1.49M	Buy	16,065 +1,152	+8%	+$104K	0.68%	36
2019 Q1	$1.37M	Buy	14,913 +391	+3%	+$35.3K	0.65%	38
2018 Q4	$1.26M	Sell	14,522 -318	-2%	-$28.8K	0.65%	39
2018 Q3	$1.41M	Sell	14,840 -388	-3%	-$35.1K	0.64%	41
2018 Q2	$1.27M	Buy	15,228 +413	+3%	+$34.2K	0.59%	47
2018 Q1	$1.21M	Sell	14,815 -2,008	-12%	-$171K	0.57%	46
2017 Q4	$1.39M	Sell	16,823 -1,219	-7%	-$101K	0.65%	40
2017 Q3	$1.43M	Hold	18,042	–	–	0.72%	35
2017 Q2	$1.43M	Sell	18,042 -8	-0%	-$610	0.72%	35
2017 Q1	$1.34M	Sell	18,050 -272	-1%	-$19.8K	0.7%	38
2016 Q4	$1.26M	Sell	18,322 -41	-0.2%	-$2.85K	0.68%	37
2016 Q3	$1.32M	Sell	18,363 -310	-2%	-$22.8K	0.72%	35
2016 Q2	$1.34M	Sell	18,673 -765	-4%	-$53.9K	0.78%	34
2016 Q1	$1.32M	Sell	19,438 -964	-5%	-$64.6K	0.82%	33
2015 Q4	$1.47M	Buy	20,402 +106	+0.5%	+$7.49K	0.92%	30
2015 Q3	$1.34M	Sell	20,296 -1,846	-8%	-$135K	0.79%	34
2015 Q2	$1.65M	Buy	22,142 +645	+3%	+$47.8K	0.96%	32
2015 Q1	$1.56M	Sell	21,497 -5,426	-20%	-$387K	0.9%	32
2014 Q4	$1.84M	Sell	26,923 -1,099	-4%	-$73.6K	1.04%	30
2014 Q3	$1.79M	Sell	28,022 -290	-1%	-$18.2K	1.02%	27
2014 Q2	$1.72M	Buy	28,312 +602	+2%	+$35.4K	0.96%	28
2014 Q1	$1.62M	Buy	27,710 +839	+3%	+$48.4K	0.96%	30
2013 Q4	$1.49M	Sell	26,871 -2,734	-9%	-$146K	0.87%	28
2013 Q3	$1.5M	Sell	29,605 -7,431	-20%	-$373K	0.87%	29
2013 Q2	$1.76M	Buy	+37,036	New	+$1.77M	1.06%	26

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

Windsor Capital Management's XLV Position: Q2 2026 in Review

Windsor Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.94% in Q2 2026, buying an estimated $20.4K and bringing the position to 14,690 shares worth $2.33M. The position accounts for 0.61% of the portfolio, ranked #33.

Windsor Capital Management first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.67M in Q4 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Windsor Capital Management held 14,690 shares of State Street Health Care Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Windsor Capital Management bought 137 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $20.4K.
State Street Health Care Select Sector SPDR ETF made up 0.61% of Windsor Capital Management's portfolio in Q2 2026, its #33 holding.
Windsor Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Windsor Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.67M in Q4 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.