High Point 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
$11.1K Sell
70
-130
-65% -$19.3K 0.01% 213
2026
Q1
$29.3K Sell
200
-653
-77% -$101K 0.03% 168
2025
Q4
$132K Buy
+853
New +$128K 0.12% 101

Other funds holding XLV

High Point Wealth Management's XLV Position: Q2 2026 in Review

High Point Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q2 2026, selling an estimated $19.3K and leaving 70 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #213.

High Point Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q4 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • High Point Wealth Management held 70 shares of State Street Health Care Select Sector SPDR ETF worth $11.1K as of Q2 2026.
  • High Point Wealth Management sold 130 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #213 holding.
  • High Point 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.
  • High Point Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $132K in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.