RTD Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

RTD Financial Advisors’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	$588K	Hold	3,706	–	–	0.06%	88
2026 Q1	$543K	Buy	3,706 +153	+4%	+$23.6K	0.07%	86
2025 Q4	$550K	Sell	3,553 -987	-22%	-$148K	0.07%	83
2025 Q3	$632K	Hold	4,540	–	–	0.08%	76
2025 Q2	$612K	Sell	4,540 -243	-5%	-$32.8K	0.08%	76
2025 Q1	$698K	Hold	4,783	–	–	0.09%	72
2024 Q4	$658K	Hold	4,783	–	–	0.08%	74
2024 Q3	$737K	Hold	4,783	–	–	0.09%	73
2024 Q2	$697K	Hold	4,783	–	–	0.09%	68
2024 Q1	$707K	Sell	4,783 -166	-3%	-$23.8K	0.1%	66
2023 Q4	$675K	Buy	4,949 +409	+9%	+$53.2K	0.09%	67
2023 Q3	$585K	Hold	4,540	–	–	0.09%	68
2023 Q2	$603K	Hold	4,540	–	–	0.09%	68
2023 Q1	$588K	Hold	4,540	–	–	0.09%	69
2022 Q4	$617K	Hold	4,540	–	–	0.1%	66
2022 Q3	$550K	Hold	4,540	–	–	0.1%	67
2022 Q2	$582K	Hold	4,540	–	–	0.09%	72
2022 Q1	$622K	Hold	4,540	–	–	0.08%	70
2021 Q4	$640K	Buy	+4,540	New	+$603K	0.08%	72

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RTD Financial Advisors's XLV Position: Q2 2026 in Review

RTD Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,706 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #88.

RTD Financial Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $737K in Q3 2024. 669 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

RTD Financial Advisors held 3,706 shares of State Street Health Care Select Sector SPDR ETF worth $588K as of Q2 2026.
RTD Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #88 holding.
RTD Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $737K in Q3 2024.
669 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.