Total Wealth Planning & Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
HIIFS
Total Wealth Planning & Management's XLV Position: Q2 2026 in Review
Total Wealth Planning & Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, buying an estimated $8.63K and bringing the position to 2,548 shares worth $404K. The position accounts for 0.27% of the portfolio, ranked #127.
Total Wealth Planning & Management first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Total Wealth Planning & Management held 2,548 shares of State Street Health Care Select Sector SPDR ETF worth $404K as of Q2 2026.
- Total Wealth Planning & Management bought 58 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.63K.
- State Street Health Care Select Sector SPDR ETF made up 0.27% of Total Wealth Planning & Management's portfolio in Q2 2026, its #127 holding.
- Total Wealth Planning & Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Total Wealth Planning & Management's State Street Health Care Select Sector SPDR ETF position peaked at $633K in Q1 2025.
- 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.