WP Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WP Advisors’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	$1.84M	Sell	11,598 -954	-8%	-$142K	0.45%	39
2026 Q1	$1.84M	Sell	12,552 -7	-0.1%	-$1.08K	0.48%	34
2025 Q4	$1.94M	Sell	12,559 -30	-0.2%	-$4.49K	0.48%	33
2025 Q3	$1.75M	Buy	12,589 +57	+0.5%	+$7.71K	0.45%	34
2025 Q2	$1.69M	Buy	12,532 +527	+4%	+$71.2K	0.46%	34
2025 Q1	$1.75M	Buy	12,005 +5	+0%	+$726	0.58%	33
2024 Q4	$1.65M	Sell	12,000 -50	-0.4%	-$7.32K	0.55%	35
2024 Q3	$1.86M	Sell	12,050 -1,702	-12%	-$258K	0.68%	31
2024 Q2	$2M	Sell	13,752 -278	-2%	-$39.9K	0.64%	34
2024 Q1	$2.07M	Buy	14,030 +3	+0%	+$430	0.68%	33
2023 Q4	$1.91M	Buy	14,027 +21	+0.1%	+$2.73K	0.71%	33
2023 Q3	$1.8M	Buy	14,006 +11	+0.1%	+$1.46K	0.75%	32
2023 Q2	$1.86M	Sell	13,995 -100	-0.7%	-$13.2K	0.74%	29
2023 Q1	$1.82M	Sell	14,095 -781	-5%	-$102K	0.75%	33
2022 Q4	$2.02M	Sell	14,876 -211	-1%	-$28K	0.9%	28
2022 Q3	$1.83M	Buy	15,087 +62	+0.4%	+$7.99K	0.83%	30
2022 Q2	$1.93M	Buy	15,025 +58	+0.4%	+$7.6K	0.84%	27
2022 Q1	$2.05M	Sell	14,967 -761	-5%	-$101K	0.84%	28
2021 Q4	$2.22M	Buy	15,728 +59	+0.4%	+$7.83K	0.92%	25
2021 Q3	$2M	Buy	15,669 +13,949	+811%	+$1.84M	0.82%	24
2021 Q2	$217K	Buy	1,720 +6	+0.4%	+$735	0.09%	100
2021 Q1	$200K	Buy	+1,714	New	+$198K	0.09%	95
2019 Q2	–	Sell	-942	Closed	-$86.4K	–	166
2019 Q1	$86.4K	Buy	+942	New	+$84.9K	0.09%	95
2018 Q4	–	Sell	-934	Closed	-$89K	–	243
2018 Q3	$89K	Buy	934 +3	+0.3%	+$271	0.08%	101
2018 Q2	$78K	Buy	+931	New	+$77.2K	0.07%	107

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

WP Advisors's XLV Position: Q2 2026 in Review

WP Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.6% in Q2 2026, selling an estimated $142K and leaving 11,598 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #39.

WP Advisors first reported a position in XLV in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.22M in Q4 2021. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

WP Advisors held 11,598 shares of State Street Health Care Select Sector SPDR ETF worth $1.84M as of Q2 2026.
WP Advisors sold 954 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $142K.
State Street Health Care Select Sector SPDR ETF made up 0.45% of WP Advisors's portfolio in Q2 2026, its #39 holding.
WP Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 25 quarters since.
WP Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.22M in Q4 2021.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.