RWMH
XLV icon

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

Riverpoint Wealth Management Holdings’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 		$4.22M Sell
26,612
-127
-0.5% -$18.9K 0.78% 16
2026
Q1 		$3.92M Buy
26,739
+74
+0.3% +$11.4K 0.83% 15
2025
Q4 		$4.13M Buy
26,665
+24
+0.1% +$3.59K 0.89% 15
2025
Q3 		$3.71M Sell
26,641
-568
-2% -$76.9K 0.81% 15
2025
Q2 		$3.67M Sell
27,209
-6,830
-20% -$922K 0.86% 16
2025
Q1 		$4.97M Sell
34,039
-639
-2% -$92.8K 1.28% 13
2024
Q4 		$4.77M Sell
34,678
-584
-2% -$85.5K 1.24% 13
2024
Q3 		$5.43M Buy
35,262
+89
+0.3% +$13.5K 1.39% 13
2024
Q2 		$5.13M Sell
35,173
-629
-2% -$90.2K 1.42% 13
2024
Q1 		$5.29M Sell
35,802
-952
-3% -$137K 1.47% 13
2023
Q4 		$5.01M Buy
36,754
+36
+0.1% +$4.68K 1.48% 14
2023
Q3 		$4.73M Sell
36,718
-46
-0.1% -$6.11K 1.56% 13
2023
Q2 		$4.88M Sell
36,764
-293
-0.8% -$38.6K 1.55% 13
2023
Q1 		$4.8M Buy
37,057
+98
+0.3% +$12.8K 1.66% 12
2022
Q4 		$5.02M Buy
36,959
+103
+0.3% +$13.6K 1.86% 12
2022
Q3 		$4.46M Buy
36,856
+106
+0.3% +$13.7K 1.9% 12
2022
Q2 		$4.71M Buy
36,750
+101
+0.3% +$13.2K 1.9% 12
2022
Q1 		$5.02M Buy
36,649
+92
+0.3% +$12.2K 1.74% 12
2021
Q4 		$5.15M Sell
36,557
-4,906
-12% -$651K 1.75% 12
2021
Q3 		$5.28M Sell
41,463
-22,303
-35% -$2.95M 1.85% 12
2021
Q2 		$8.03M Buy
63,766
+370
+0.6% +$45.3K 2.22% 12
2021
Q1 		$7.4M Sell
63,396
-1,083
-2% -$125K 2.24% 12
2020
Q4 		$7.32M Buy
64,479
+956
+2% +$104K 2.31% 11
2020
Q3 		$6.7M Buy
63,523
+394
+0.6% +$41.5K 2.43% 11
2020
Q2 		$6.32M Buy
63,129
+785
+1% +$77.5K 2.47% 11
2020
Q1 		$5.52M Buy
62,344
+5,814
+10% +$565K 2.7% 11
2019
Q4 		$5.76M Buy
56,530
+182
+0.3% +$17.5K 2.29% 11
2019
Q3 		$5.08M Buy
56,348
+5,258
+10% +$480K 2.24% 11
2019
Q2 		$4.73M Buy
51,090
+927
+2% +$83.3K 2.16% 13
2019
Q1 		$4.6M Sell
50,163
-5,363
-10% -$484K 2.22% 11
2018
Q4 		$4.81M Buy
55,526
+5,470
+11% +$495K 2.67% 11
2018
Q3 		$4.77M Buy
50,056
+240
+0.5% +$21.7K 2.43% 9
2018
Q2 		$4.16M Buy
49,816
+6,769
+16% +$561K 2.31% 10
2018
Q1 		$3.5M Buy
43,047
+365
+0.9% +$31.1K 2.11% 11
2017
Q4 		$3.53M Buy
42,682
+41
+0.1% +$3.38K 2.2% 11
2017
Q3 		$3.52M Buy
42,641
+158
+0.4% +$12.7K 2.31% 11
2017
Q2 		$3.36M Buy
42,483
+432
+1% +$32.9K 2.36% 10
2017
Q1 		$3.12M Buy
42,051
+4,879
+13% +$356K 2.36% 10
2016
Q4 		$2.6M Buy
+37,172
New +$2.58M 2.11% 10

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Riverpoint Wealth Management Holdings's XLV Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.47% in Q2 2026, selling an estimated $18.9K and leaving 26,612 shares worth $4.22M. The position accounts for 0.78% of the portfolio, ranked #16.

Riverpoint Wealth Management Holdings first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.03M in Q2 2021. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 26,612 shares of State Street Health Care Select Sector SPDR ETF worth $4.22M as of Q2 2026.
  • Riverpoint Wealth Management Holdings sold 127 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.78% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #16 holding.
  • Riverpoint Wealth Management Holdings first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • Riverpoint Wealth Management Holdings's State Street Health Care Select Sector SPDR ETF position peaked at $8.03M in Q2 2021.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.