Asset One 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
$1.09M Buy
6,868
+302
+5% +$44.9K 0.11% 151
2026
Q1
$958K Sell
6,566
-1
-0% -$154 0.11% 157
2025
Q4
$1.02M Buy
+6,567
New +$984K 0.14% 130

Other funds holding XLV

Asset One Wealth Management's XLV Position: Q2 2026 in Review

Asset One Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q2 2026, buying an estimated $44.9K and bringing the position to 6,868 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #151.

Asset One Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Asset One Wealth Management held 6,868 shares of State Street Health Care Select Sector SPDR ETF worth $1.09M as of Q2 2026.
  • Asset One Wealth Management bought 302 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $44.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of Asset One Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Asset One Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.