Lifeworks Advisors’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
$596K Buy
3,755
+1,142
+44% +$170K 0.06% 187
2026
Q1
$383K Sell
2,613
-240
-8% -$37K 0.05% 222
2025
Q4
$442K Buy
2,853
+409
+17% +$61.3K 0.06% 222
2025
Q3
$340K Sell
2,444
-203
-8% -$27.5K 0.05% 244
2025
Q2
$357K Buy
2,647
+215
+9% +$29K 0.05% 236
2025
Q1
$355K Buy
2,432
+35
+1% +$5.08K 0.06% 227
2024
Q4
$330K Sell
2,397
-112
-4% -$16.4K 0.06% 214
2024
Q3
$386K Sell
2,509
-3
-0.1% -$455 0.08% 196
2024
Q2
$366K Buy
2,512
+270
+12% +$38.7K 0.1% 155
2024
Q1
$331K Buy
+2,242
New +$322K 0.09% 163

Other funds holding XLV

Lifeworks Advisors's XLV Position: Q2 2026 in Review

Lifeworks Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 44% in Q2 2026, buying an estimated $170K and bringing the position to 3,755 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #187.

Lifeworks Advisors first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Lifeworks Advisors held 3,755 shares of State Street Health Care Select Sector SPDR ETF worth $596K as of Q2 2026.
  • Lifeworks Advisors bought 1,142 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $170K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #187 holding.
  • Lifeworks Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.