Talisman Wealth 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
$282K Sell
2,401
-3,432
-59% -$511K 0.21% 89
2026
Q1
$855K Buy
5,833
+33
+0.6% +$5.09K 0.69% 38
2025
Q4
$899K Sell
5,800
-241
-4% -$36.1K 0.7% 42
2025
Q3
$841K Sell
6,041
-144
-2% -$19.5K 0.7% 41
2025
Q2
$834K Sell
6,185
-55
-0.9% -$7.43K 0.76% 38
2025
Q1
$911K Buy
6,240
+306
+5% +$44.5K 0.94% 27
2024
Q4
$816K Buy
5,934
+115
+2% +$16.8K 0.87% 34
2024
Q3
$891K Sell
5,819
-8
-0.1% -$1.21K 0.94% 29
2024
Q2
$849K Sell
5,827
-139
-2% -$19.9K 0.98% 29
2024
Q1
$881K Buy
5,966
+664
+13% +$95.3K 1.11% 26
2023
Q4
$723K Buy
5,302
+482
+10% +$62.7K 1.07% 31
2023
Q3
$620K Buy
4,820
+1,161
+32% +$154K 1.07% 32
2023
Q2
$486K Sell
3,659
-114
-3% -$15K 0.83% 41
2023
Q1
$488K Buy
3,773
+642
+21% +$83.9K 0.88% 32
2022
Q4
$425K Buy
+3,131
New +$415K 0.9% 35

Other funds holding XLV

Talisman Wealth Advisors's XLV Position: Q2 2026 in Review

Talisman Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 59% in Q2 2026, selling an estimated $511K and leaving 2,401 shares worth $282K. The position accounts for 0.21% of the portfolio, ranked #89.

Talisman Wealth Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $911K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Talisman Wealth Advisors held 2,401 shares of State Street Health Care Select Sector SPDR ETF worth $282K as of Q2 2026.
  • Talisman Wealth Advisors sold 3,432 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $511K.
  • State Street Health Care Select Sector SPDR ETF made up 0.21% of Talisman Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Talisman Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $911K in Q1 2025.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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