WEG
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World Equity Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

World Equity Group’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 		$841K Sell
5,301
-2,548
-32% -$379K 0.19% 116
2026
Q1 		$1.15M Buy
7,849
+3,208
+69% +$495K 0.3% 75
2025
Q4 		$718K Sell
4,641
-305
-6% -$45.7K 0.2% 123
2025
Q3 		$688K Buy
+4,946
New +$669K 0.16% 133
2025
Q2 		– Sell
-1,861
Closed -$274K – 359
2025
Q1 		$274K Sell
1,861
-219
-11% -$31.8K 0.08% 242
2024
Q4 		$286K Sell
2,080
-235
-10% -$34.4K 0.06% 279
2024
Q3 		$357K Buy
2,315
+930
+67% +$141K 0.13% 160
2024
Q2 		$202K Sell
1,385
-520
-27% -$74.6K 0.06% 260
2024
Q1 		$281K Sell
1,905
-1,646
-46% -$236K 0.06% 252
2023
Q4 		$484K Hold
3,551
– – 0.1% 195
2023
Q3 		$457K Buy
3,551
+300
+9% +$39.8K 0.1% 214
2023
Q2 		$432K Sell
3,251
-13,262
-80% -$1.75M 0.13% 203
2023
Q1 		$795K Buy
16,513
+5,209
+46% +$680K 0.12% 200
2022
Q4 		$1.54M Buy
11,304
+1,279
+13% +$169K 0.36% 76
2022
Q3 		$1.21M Sell
10,025
-6,966
-41% -$897K 0.31% 86
2022
Q2 		$2.18M Sell
16,991
-3,227
-16% -$423K 0.55% 48
2022
Q1 		$2.77M Buy
+20,218
New +$2.68M 0.6% 36

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

World Equity Group's XLV Position: Q2 2026 in Review

World Equity Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 32% in Q2 2026, selling an estimated $379K and leaving 5,301 shares worth $841K. The position accounts for 0.19% of the portfolio, ranked #116.

World Equity Group first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q1 2022. 412 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • World Equity Group held 5,301 shares of State Street Health Care Select Sector SPDR ETF worth $841K as of Q2 2026.
  • World Equity Group sold 2,548 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $379K.
  • State Street Health Care Select Sector SPDR ETF made up 0.19% of World Equity Group's portfolio in Q2 2026, its #116 holding.
  • World Equity Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.77M in Q1 2022.
  • 412 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.