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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$402K Sell
2,535
-728
-22% -$108K 0.1% 190
2026
Q1
$478K Sell
3,263
-732
-18% -$113K 0.14% 147
2025
Q4
$618K Sell
3,995
-1,682
-30% -$252K 0.18% 116
2025
Q3
$790K Buy
5,677
+4,090
+258% +$553K 0.25% 94
2025
Q2
$214K Buy
1,587
+7
+0.4% +$945 0.08% 235
2025
Q1
$231K Sell
1,580
-403
-20% -$58.5K 0.1% 215
2024
Q4
$273K Buy
1,983
+4
+0.2% +$585 0.11% 187
2024
Q3
$305K Buy
1,979
+37
+2% +$5.61K 0.13% 164
2024
Q2
$283K Buy
1,942
+6
+0.3% +$861 0.14% 153
2024
Q1
$286K Sell
1,936
-26
-1% -$3.73K 0.15% 145
2023
Q4
$268K Sell
1,962
-267
-12% -$34.7K 0.16% 145
2023
Q3
$287K Buy
2,229
+22
+1% +$2.92K 0.19% 123
2023
Q2
$293K Buy
2,207
+83
+4% +$10.9K 0.2% 123
2023
Q1
$275K Buy
2,124
+19
+0.9% +$2.48K 0.2% 128
2022
Q4
$286K Buy
2,105
+8
+0.4% +$1.06K 0.22% 108
2022
Q3
$254K Buy
2,097
+9
+0.4% +$1.16K 0.21% 119
2022
Q2
$268K Buy
+2,088
New +$274K 0.21% 121
2018
Q3
Sell
-405
Closed -$34K 459
2018
Q2
$34K Hold
405
0.03% 325
2018
Q1
$34K Buy
+405
New +$34.5K 0.03% 324

Other funds holding XLV

Acorn Wealth Advisors's XLV Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q2 2026, selling an estimated $108K and leaving 2,535 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #190.

Acorn Wealth Advisors first reported a position in XLV in Q1 2018 and has held it in 19 quarters since. The position peaked at $790K in Q3 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Acorn Wealth Advisors held 2,535 shares of State Street Health Care Select Sector SPDR ETF worth $402K as of Q2 2026.
  • Acorn Wealth Advisors sold 728 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Acorn Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 19 quarters since.
  • Acorn Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $790K in Q3 2025.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.