Acumen 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
$34.7K Hold
219
0.01% 175
2026
Q1
$32.1K Buy
219
+145
+196% +$22.4K 0.01% 175
2025
Q4
$11.5K Buy
+74
New +$11.1K ﹤0.01% 282

Other funds holding XLV

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

Acumen Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 219 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #175.

Acumen Wealth Advisors first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Acumen Wealth Advisors held 219 shares of State Street Health Care Select Sector SPDR ETF worth $34.7K as of Q2 2026.
  • Acumen Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Acumen Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.