Aprio Wealth Management’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
Sell
-1,616
Closed -$237K 666
2026
Q1
$237K Buy
+1,616
New +$249K 0.01% 559
2024
Q4
Sell
-3,517
Closed -$542K 329
2024
Q3
$542K Buy
3,517
+319
+10% +$48.4K 0.09% 119
2024
Q2
$466K Buy
3,198
+274
+9% +$39.3K 0.08% 113
2024
Q1
$432K Buy
2,924
+368
+14% +$52.8K 0.08% 110
2023
Q4
$349K Buy
+2,556
New +$333K 0.08% 118
2020
Q3
Sell
-6,964
Closed -$697K 76
2020
Q2
$697K Buy
+6,964
New +$687K 0.67% 32

Other funds holding XLV

Aprio Wealth Management's XLV Position: Q2 2026 in Review

Aprio Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,616 shares — an estimated $237K sold.

Aprio Wealth Management first reported a position in XLV in Q2 2020 and held it in 6 quarters. The position peaked at $697K in Q2 2020. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Aprio Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,616 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
  • Aprio Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
  • Aprio Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $697K in Q2 2020.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.