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

Heartwood 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	$1.35M	Sell	8,514 -19	-0.2%	-$2.83K	0.1%	88
2026 Q1	$1.25M	Buy	8,533 +668	+8%	+$103K	0.11%	87
2025 Q4	$1.22M	Sell	7,865 -193	-2%	-$28.9K	0.11%	75
2025 Q3	$1.12M	Buy	8,058 +188	+2%	+$25.4K	0.1%	81
2025 Q2	$1.06M	Hold	7,870	–	–	0.11%	75
2025 Q1	$1.15M	Buy	7,870 +516	+7%	+$75K	0.13%	65
2024 Q4	$1.01M	Sell	7,354 -113	-2%	-$16.5K	0.11%	66
2024 Q3	$1.15M	Buy	7,467 +7	+0.1%	+$1.06K	0.13%	59
2024 Q2	$1.09M	Buy	7,460 +23	+0.3%	+$3.3K	0.13%	57
2024 Q1	$1.1M	Buy	7,437 +385	+5%	+$55.2K	0.14%	48
2023 Q4	$962K	Sell	7,052 -12	-0.2%	-$1.56K	0.13%	51
2023 Q3	$909K	Buy	7,064 +399	+6%	+$53K	0.13%	52
2023 Q2	$885K	Sell	6,665 -101	-1%	-$13.3K	0.13%	56
2023 Q1	$876K	Sell	6,766 -273	-4%	-$35.7K	0.13%	55
2022 Q4	$956K	Sell	7,039 -677	-9%	-$89.7K	0.15%	48
2022 Q3	$934K	Sell	7,716 -99	-1%	-$12.8K	0.16%	46
2022 Q2	$1M	Buy	7,815 +209	+3%	+$27.4K	0.16%	44
2022 Q1	$1.04M	Sell	7,606 -1,492	-16%	-$198K	0.16%	45
2021 Q4	$1.28M	Sell	9,098 -617	-6%	-$81.9K	0.19%	39
2021 Q3	$1.24M	Sell	9,715 -3	-0%	-$396	0.19%	39
2021 Q2	$1.22M	Sell	9,718 -3,539	-27%	-$434K	0.19%	41
2021 Q1	$1.55M	Sell	13,257 -37,922	-74%	-$4.38M	0.25%	37
2020 Q4	$5.81M	Buy	51,179 +632	+1%	+$69K	0.94%	25
2020 Q3	$5.33M	Sell	50,547 -178	-0.4%	-$18.7K	1.02%	23
2020 Q2	$5.08M	Sell	50,725 -50	-0.1%	-$4.93K	1.01%	22
2020 Q1	$4.5M	Buy	50,775 +4,561	+10%	+$443K	1.08%	21
2019 Q4	$4.71M	Buy	+46,214	New	+$4.44M	0.9%	26

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

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

Heartwood Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.22% in Q2 2026, selling an estimated $2.83K and leaving 8,514 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #88.

Heartwood Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.81M in Q4 2020. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Heartwood Wealth Advisors held 8,514 shares of State Street Health Care Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Heartwood Wealth Advisors sold 19 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.83K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Heartwood Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Heartwood Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.81M in Q4 2020.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.