Bright Futures 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
$1.42M Sell
8,976
-136
-1% -$20.2K 0.92% 25
2026
Q1
$1.34M Buy
+9,112
New +$1.41M 0.91% 33
2024
Q4
Sell
-9,366
Closed -$1.39M 242
2024
Q3
$1.39M Buy
9,366
+794
+9% +$120K 0.67% 38
2024
Q2
$1.29M Buy
8,572
+266
+3% +$38.2K 0.7% 38
2024
Q1
$1.21M Buy
+8,306
New +$1.19M 0.66% 41

Other funds holding XLV

Bright Futures Wealth Management's XLV Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, selling an estimated $20.2K and leaving 8,976 shares worth $1.42M. The position accounts for 0.92% of the portfolio, ranked #25.

Bright Futures Wealth Management first reported a position in XLV in Q1 2024 and has held it in 5 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Bright Futures Wealth Management held 8,976 shares of State Street Health Care Select Sector SPDR ETF worth $1.42M as of Q2 2026.
  • Bright Futures Wealth Management sold 136 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $20.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.92% of Bright Futures Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Bright Futures Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 5 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 Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.