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 Q3	$1.44M	Buy	8,555 +41	+0.5%	+$6.84K	0.11%	87
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Heartwood Wealth Advisors's XLV Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.48% in Q3 2026, buying an estimated $6.84K and bringing the position to 8,555 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #87.

Heartwood Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.81M in Q4 2020. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Heartwood Wealth Advisors held 8,555 shares of State Street Health Care Select Sector SPDR ETF worth $1.44M as of Q3 2026.
Heartwood Wealth Advisors bought 41 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $6.84K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #87 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 28 quarters since.
Heartwood Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.81M in Q4 2020.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.