Acropolis Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Acropolis Investment 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	$191K	Hold	1,136	–	–	0.01%	298
2026 Q2	$180K	Hold	1,136	–	–	0.01%	304
2026 Q1	$167K	Sell	1,136 -230	-17%	-$35.5K	0.01%	312
2025 Q4	$211K	Buy	+1,366	New	+$205K	0.01%	277
2025 Q2	–	Sell	-1,574	Closed	-$230K	–	306
2025 Q1	$230K	Buy	1,574 +394	+33%	+$57.2K	0.01%	217
2024 Q4	$162K	Hold	1,180	–	–	0.01%	253
2024 Q3	$182K	Buy	1,180 +200	+20%	+$30.3K	0.01%	228
2024 Q2	$143K	Hold	980	–	–	0.01%	246
2024 Q1	$145K	Hold	980	–	–	0.01%	241
2023 Q4	$134K	Hold	980	–	–	0.01%	255
2023 Q3	$126K	Sell	980 -294	-23%	-$39K	0.01%	251
2023 Q2	$169K	Sell	1,274 -154	-11%	-$20.3K	0.01%	212
2023 Q1	$185K	Hold	1,428	–	–	0.02%	204
2022 Q4	$194K	Buy	1,428 +134	+10%	+$17.8K	0.02%	191
2022 Q3	$157K	Sell	1,294 -10	-0.8%	-$1.29K	0.02%	199
2022 Q2	$167K	Sell	1,304 -261	-17%	-$34.2K	0.02%	192
2022 Q1	$214K	Buy	1,565 +16	+1%	+$2.12K	0.02%	177
2021 Q4	$218K	Hold	1,549	–	–	0.02%	181
2021 Q3	$197K	Hold	1,549	–	–	0.02%	178
2021 Q2	$195K	Sell	1,549 -91	-6%	-$11.2K	0.02%	182
2021 Q1	$191K	Hold	1,640	–	–	0.02%	179
2020 Q4	$186K	Hold	1,640	–	–	0.02%	175
2020 Q3	$173K	Buy	1,640 +158	+11%	+$16.6K	0.02%	167
2020 Q2	$148K	Buy	1,482 +252	+20%	+$24.9K	0.02%	170
2020 Q1	$109K	Hold	1,230	–	–	0.02%	172
2019 Q4	$125K	Hold	1,230	–	–	0.02%	154
2019 Q3	$111K	Hold	1,230	–	–	0.02%	155
2019 Q2	$114K	Hold	1,230	–	–	0.02%	137
2019 Q1	$113K	Sell	1,230 -225	-15%	-$20.3K	0.02%	139
2018 Q4	$126K	Hold	1,455	–	–	0.02%	130
2018 Q3	$138K	Hold	1,455	–	–	0.02%	126
2018 Q2	$121K	Buy	1,455 +100	+7%	+$8.29K	0.02%	132
2018 Q1	$110K	Hold	1,355	–	–	0.02%	138
2017 Q4	$112K	Hold	1,355	–	–	0.02%	145
2017 Q3	$111K	Hold	1,355	–	–	0.02%	139
2017 Q2	$107K	Hold	1,355	–	–	0.02%	142
2017 Q1	$101K	Buy	+1,355	New	+$98.8K	0.02%	140
2015 Q3	–	Sell	-1,571	Closed	-$106K	–	136
2015 Q2	$106K	Buy	+1,571	New	+$116K	0.02%	130

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Acropolis Investment Management's XLV Position: Q3 2026 in Review

Acropolis Investment Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 1,136 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #298.

Acropolis Investment Management first reported a position in XLV in Q2 2015 and has held it in 38 quarters since. The position peaked at $230K in Q1 2025. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Acropolis Investment Management held 1,136 shares of State Street Health Care Select Sector SPDR ETF worth $191K as of Q3 2026.
Acropolis Investment Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #298 holding.
Acropolis Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and has held it in 38 quarters since.
Acropolis Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $230K in Q1 2025.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.