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

Olistico Wealth’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	$61.1K	Buy	363 +33	+10%	+$5.5K	0.03%	151
2026 Q2	$52.3K	Hold	330	–	–	0.02%	162
2026 Q1	$48.4K	Hold	330	–	–	0.02%	164
2025 Q4	$51.1K	Buy	+330	New	+$49.4K	0.02%	159
2025 Q3	–	Sell	-305	Closed	-$41.1K	–	356
2025 Q2	$41.1K	Buy	305 +1	+0.3%	+$135	0.02%	181
2025 Q1	$44.5K	Sell	304 -6	-2%	-$872	0.03%	165
2024 Q4	$42.6K	Buy	310 +1	+0.3%	+$146	0.02%	165
2024 Q3	$47.7K	Sell	309 -1	-0.3%	-$152	0.03%	164
2024 Q2	$45.2K	Buy	+310	New	+$44.5K	0.03%	168

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Olistico Wealth's XLV Position: Q3 2026 in Review

Olistico Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q3 2026, buying an estimated $5.5K and bringing the position to 363 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #151.

Olistico Wealth first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. 741 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Olistico Wealth held 363 shares of State Street Health Care Select Sector SPDR ETF worth $61.1K as of Q3 2026.
Olistico Wealth bought 33 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $5.5K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #151 holding.
Olistico Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
741 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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