Geometric Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Geometric Wealth Advisors’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 Q2	$343K	Sell	2,163 -639	-23%	-$95.1K	0.04%	71
2026 Q1	$411K	Hold	2,802	–	–	0.05%	62
2025 Q4	$434K	Buy	2,802 +57	+2%	+$8.54K	0.06%	56
2025 Q3	$382K	Hold	2,745	–	–	0.05%	66
2025 Q2	$370K	Sell	2,745 -1,463	-35%	-$198K	0.06%	61
2025 Q1	$614K	Buy	4,208 +1,463	+53%	+$213K	0.11%	34
2024 Q4	$378K	Hold	2,745	–	–	0.07%	53
2024 Q3	$423K	Hold	2,745	–	–	0.08%	46
2024 Q2	$400K	Buy	+2,745	New	+$394K	0.08%	42

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Geometric Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $95.1K and leaving 2,163 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #71.

Geometric Wealth Advisors first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $614K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Geometric Wealth Advisors held 2,163 shares of State Street Health Care Select Sector SPDR ETF worth $343K as of Q2 2026.
Geometric Wealth Advisors sold 639 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $95.1K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Geometric Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Geometric Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $614K in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.