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

Teamwork 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 		– Sell
-1,546
Closed -$227K – 240
2026
Q1 		$227K Buy
+1,546
New +$238K 0.02% 198
2025
Q4 		– Sell
-1,468
Closed -$204K – 227
2025
Q3 		$204K Sell
1,468
-2,598
-64% -$352K 0.02% 193
2025
Q2 		$548K Sell
4,066
-126,690
-97% -$17.1M 0.06% 125
2025
Q1 		$19.1M Buy
+130,756
New +$19M 2.54% 12
2024
Q4 		– Sell
-2,133
Closed -$329K – 201
2024
Q3 		$329K Sell
2,133
-4,655
-69% -$706K 0.05% 119
2024
Q2 		$990K Sell
6,788
-8,887
-57% -$1.27M 0.15% 70
2024
Q1 		$2.32M Sell
15,675
-46,038
-75% -$6.6M 0.36% 52
2023
Q4 		$8.42M Buy
61,713
+1,441
+2% +$187K 1.44% 13
2023
Q3 		$7.76M Sell
60,272
-2,937
-5% -$390K 1.27% 13
2023
Q2 		$8.39M Buy
63,209
+44,274
+234% +$5.84M 1.36% 15
2023
Q1 		$2.45M Sell
18,935
-58,057
-75% -$7.58M 0.45% 43
2022
Q4 		$10.5M Buy
76,992
+52,824
+219% +$7M 2.11% 7
2022
Q3 		$2.93M Buy
24,168
+4,468
+23% +$576K 0.63% 31
2022
Q2 		$2.53M Buy
+19,700
New +$2.58M 0.55% 39
2022
Q1 		– Sell
-14,971
Closed -$2.11M – 341
2021
Q4 		$2.11M Buy
+14,971
New +$1.99M 0.39% 45

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
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
IA
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

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

Teamwork Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,546 shares — an estimated $227K sold.

Teamwork Financial Advisors first reported a position in XLV in Q4 2021 and held it in 15 quarters. The position peaked at $19.1M in Q1 2025. 368 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Teamwork Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,546 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $227K.
  • Teamwork Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
  • Teamwork Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $19.1M in Q1 2025.
  • 368 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.