WT Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WT Wealth 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 Q3	$446K	Buy	2,650 +13	+0.5%	+$2.17K	0.13%	99
2026 Q2	$418K	Sell	2,637 -498	-16%	-$74.1K	0.12%	98
2026 Q1	$460K	Sell	3,135 -25,126	-89%	-$3.88M	0.14%	99
2025 Q4	$4.37M	Buy	28,261 +5,210	+23%	+$780K	1.26%	23
2025 Q3	$3.21M	Sell	23,051 -354	-2%	-$47.9K	0.92%	30
2025 Q2	$3.15M	Sell	23,405 -24,163	-51%	-$3.26M	0.93%	30
2025 Q1	$6.95M	Sell	47,568 -1,852	-4%	-$269K	2.26%	12
2024 Q4	$6.8M	Buy	49,420 +1,000	+2%	+$146K	2.13%	14
2024 Q3	$7.41M	Buy	48,420 +8,027	+20%	+$1.22M	2.37%	11
2024 Q2	$5.89M	Buy	40,393 +5,953	+17%	+$854K	2.01%	13
2024 Q1	$5.09M	Buy	34,440 +2,161	+7%	+$310K	1.82%	14
2023 Q4	$4.4M	Buy	32,279 +30,491	+1,705%	+$3.97M	1.74%	15
2023 Q3	$230K	Sell	1,788 -1,005	-36%	-$133K	0.1%	96
2023 Q2	$371K	Sell	2,793 -85	-3%	-$11.2K	0.15%	88
2023 Q1	$373K	Sell	2,878 -397	-12%	-$51.9K	0.16%	93
2022 Q4	$445K	Sell	3,275 -285	-8%	-$37.8K	0.22%	78
2022 Q3	$431K	Sell	3,560 -24,171	-87%	-$3.11M	0.22%	75
2022 Q2	$3.56M	Sell	27,731 -3,199	-10%	-$419K	1.76%	16
2022 Q1	$4.24M	Sell	30,930 -1,449	-4%	-$192K	1.63%	17
2021 Q4	$4.56M	Buy	32,379 +654	+2%	+$86.8K	1.67%	15
2021 Q3	$4.04M	Buy	31,725 +3,084	+11%	+$408K	1.56%	17
2021 Q2	$3.61M	Buy	28,641 +1,862	+7%	+$228K	1.46%	19
2021 Q1	$3.13M	Buy	26,779 +4,382	+20%	+$506K	1.45%	18
2020 Q4	$2.54M	Buy	22,397 +4,945	+28%	+$540K	1.39%	15
2020 Q3	$1.84M	Buy	17,452 +2,698	+18%	+$284K	1.22%	22
2020 Q2	$1.48M	Buy	14,754 +2,343	+19%	+$231K	1.19%	18
2020 Q1	$1.1M	Buy	+12,411	New	+$1.21M	1.16%	20
2019 Q4	–	Sell	-14,366	Closed	-$1.29M	–	96
2019 Q3	$1.29M	Buy	+14,366	New	+$1.31M	1.12%	23

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WT Wealth Management's XLV Position: Q3 2026 in Review

WT Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.49% in Q3 2026, buying an estimated $2.17K and bringing the position to 2,650 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #99.

WT Wealth Management first reported a position in XLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.41M in Q3 2024. 237 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

WT Wealth Management held 2,650 shares of State Street Health Care Select Sector SPDR ETF worth $446K as of Q3 2026.
WT Wealth Management bought 13 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $2.17K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of WT Wealth Management's portfolio in Q3 2026, its #99 holding.
WT Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
WT Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $7.41M in Q3 2024.
237 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.