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TCV Trust & Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

TCV Trust & 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 		$8.86M Buy
55,859
+422
+0.8% +$62.8K 0.67% 46
2026
Q1 		$8.13M Sell
55,437
-1,187
-2% -$183K 0.68% 45
2025
Q4 		$8.77M Buy
56,624
+5,062
+10% +$758K 0.71% 46
2025
Q3 		$7.18M Buy
51,562
+3,931
+8% +$532K 0.6% 50
2025
Q2 		$6.42M Buy
47,631
+3,418
+8% +$462K 0.56% 52
2025
Q1 		$6.46M Buy
44,213
+1,064
+2% +$155K 0.6% 49
2024
Q4 		$5.94M Buy
43,149
+88
+0.2% +$12.9K 0.55% 51
2024
Q3 		$6.63M Buy
43,061
+1,692
+4% +$256K 0.59% 52
2024
Q2 		$6.03M Buy
41,369
+19
+0% +$2.73K 0.58% 52
2024
Q1 		$6.11M Sell
41,350
-442
-1% -$63.4K 0.59% 52
2023
Q4 		$5.7M Buy
41,792
+69
+0.2% +$8.98K 0.57% 53
2023
Q3 		$5.37M Sell
41,723
-19
-0% -$2.52K 0.59% 55
2023
Q2 		$5.54M Buy
41,742
+591
+1% +$77.9K 0.59% 54
2023
Q1 		$5.33M Sell
41,151
-2,524
-6% -$330K 0.59% 54
2022
Q4 		$5.93M Buy
43,675
+1,837
+4% +$243K 0.67% 49
2022
Q3 		$5.07M Sell
41,838
-694
-2% -$89.4K 0.64% 51
2022
Q2 		$5.45M Sell
42,532
-501
-1% -$65.7K 0.65% 53
2022
Q1 		$5.89M Buy
43,033
+716
+2% +$94.8K 0.63% 55
2021
Q4 		$5.96M Buy
42,317
+2
+0% +$266 0.59% 53
2021
Q3 		$5.39M Sell
42,315
-174
-0.4% -$23K 0.6% 56
2021
Q2 		$5.35M Buy
42,489
+40
+0.1% +$4.9K 0.58% 57
2021
Q1 		$4.96M Buy
42,449
+76
+0.2% +$8.77K 0.57% 56
2020
Q4 		$4.81M Buy
42,373
+1,088
+3% +$119K 0.58% 54
2020
Q3 		$4.36M Buy
41,285
+453
+1% +$47.7K 0.59% 56
2020
Q2 		$4.09M Buy
40,832
+3,933
+11% +$388K 0.58% 56
2020
Q1 		$3.27M Sell
36,899
-256
-0.7% -$24.9K 0.54% 57
2019
Q4 		$3.79M Buy
37,155
+268
+0.7% +$25.8K 0.46% 63
2019
Q3 		$3.33M Sell
36,887
-937
-2% -$85.5K 0.43% 64
2019
Q2 		$3.5M Sell
37,824
-43
-0.1% -$3.87K 0.45% 64
2019
Q1 		$3.47M Buy
37,867
+769
+2% +$69.3K 0.46% 63
2018
Q4 		$3.21M Buy
37,098
+551
+2% +$49.9K 0.47% 62
2018
Q3 		$3.48M Sell
36,547
-2,461
-6% -$222K 0.46% 56
2018
Q2 		$3.26M Buy
39,008
+410
+1% +$34K 0.46% 58
2018
Q1 		$3.14M Buy
38,598
+859
+2% +$73.2K 0.45% 58
2017
Q4 		$3.12M Sell
37,739
-1,419
-4% -$117K 0.44% 60
2017
Q3 		$3.2M Sell
39,158
-981
-2% -$78.8K 0.47% 57
2017
Q2 		$3.18M Buy
40,139
+50
+0.1% +$3.81K 0.48% 60
2017
Q1 		$2.98M Buy
40,089
+537
+1% +$39.1K 0.46% 60
2016
Q4 		$2.73M Buy
39,552
+422
+1% +$29.3K 0.44% 60
2016
Q3 		$2.82M Buy
39,130
+194
+0.5% +$14.3K 0.48% 59
2016
Q2 		$2.79M Buy
38,936
+5,906
+18% +$416K 0.49% 62
2016
Q1 		$2.24M Buy
33,030
+857
+3% +$57.4K 0.4% 70
2015
Q4 		$2.32M Buy
32,173
+1,238
+4% +$87.5K 0.41% 67
2015
Q3 		$2.05M Buy
30,935
+1,324
+4% +$96.8K 0.37% 70
2015
Q2 		$2.2M Sell
29,611
-50
-0.2% -$3.71K 0.36% 74
2015
Q1 		$2.15M Buy
29,661
+849
+3% +$60.6K 0.35% 76
2014
Q4 		$1.97M Sell
28,812
-2,731
-9% -$183K 0.32% 81
2014
Q3 		$2.02M Buy
31,543
+7
+0% +$438 0.34% 77
2014
Q2 		$1.92M Sell
31,536
-4,225
-12% -$248K 0.31% 81
2014
Q1 		$2.09M Buy
35,761
+149
+0.4% +$8.59K 0.35% 78
2013
Q4 		$1.97M Sell
35,612
-4,263
-11% -$228K 0.34% 77
2013
Q3 		$2.02M Buy
39,875
+589
+1% +$29.6K 0.39% 75
2013
Q2 		$1.87M Buy
+39,286
New +$1.88M 0.38% 74

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

TCV Trust & Wealth Management's XLV Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.76% in Q2 2026, buying an estimated $62.8K and bringing the position to 55,859 shares worth $8.86M. The position accounts for 0.67% of the portfolio, ranked #46.

TCV Trust & Wealth Management first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • TCV Trust & Wealth Management held 55,859 shares of State Street Health Care Select Sector SPDR ETF worth $8.86M as of Q2 2026.
  • TCV Trust & Wealth Management bought 422 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $62.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.67% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #46 holding.
  • TCV Trust & Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.