Red Door Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Red Door Wealth Management’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	$399K	Buy	2,514 +258	+11%	+$38.4K	0.04%	214
2026 Q1	$331K	Sell	2,256 -63	-3%	-$9.72K	0.03%	215
2025 Q4	$359K	Buy	2,319 +64	+3%	+$9.59K	0.04%	198
2025 Q3	$314K	Buy	+2,255	New	+$305K	0.03%	223
2023 Q3	–	Sell	-2,045	Closed	-$271K	–	233
2023 Q2	$271K	Buy	+2,045	New	+$270K	0.06%	192
2022 Q1	–	Sell	-7,788	Closed	-$1.1M	–	171
2021 Q4	$1.1M	Buy	7,788 +1	+0%	+$133	0.36%	64
2021 Q3	$991K	Buy	7,787 +272	+4%	+$35.9K	0.38%	63
2021 Q2	$946K	Buy	+7,515	New	+$921K	0.37%	63
2020 Q3	–	Sell	-148	Closed	-$14K	–	444
2020 Q2	$14K	Hold	148	–	–	0.01%	293
2020 Q1	$13K	Buy	+148	New	+$14.4K	0.01%	270

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Red Door Wealth Management's XLV Position: Q2 2026 in Review

Red Door Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $38.4K and bringing the position to 2,514 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #214.

Red Door Wealth Management first reported a position in XLV in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2021. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Red Door Wealth Management held 2,514 shares of State Street Health Care Select Sector SPDR ETF worth $399K as of Q2 2026.
Red Door Wealth Management bought 258 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Red Door Wealth Management's portfolio in Q2 2026, its #214 holding.
Red Door Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
Red Door Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.1M in Q4 2021.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.