Tradition Wealth Management’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
$932K Buy
5,877
+5
+0.1% +$744 0.06% 222
2026
Q1
$861K Sell
5,872
-379
-6% -$58.5K 0.06% 215
2025
Q4
$968K Sell
6,251
-27
-0.4% -$4.04K 0.07% 194
2025
Q3
$874K Sell
6,278
-396
-6% -$53.6K 0.06% 206
2025
Q2
$900K Sell
6,674
-97
-1% -$13.1K 0.07% 192
2025
Q1
$989K Buy
6,771
+1
+0% +$145 0.09% 173
2024
Q4
$931K Sell
6,770
-47
-0.7% -$6.88K 0.08% 178
2024
Q3
$1.05M Buy
6,817
+2
+0% +$303 0.09% 167
2024
Q2
$993K Buy
6,815
+52
+0.8% +$7.46K 0.1% 163
2024
Q1
$999K Buy
6,763
+14
+0.2% +$2.01K 0.1% 149
2023
Q4
$920K Buy
6,749
+920
+16% +$120K 0.1% 135
2023
Q3
$750K Buy
5,829
+524
+10% +$69.6K 0.09% 138
2023
Q2
$704K Buy
5,305
+343
+7% +$45.2K 0.08% 143
2023
Q1
$642K Sell
4,962
-113
-2% -$14.8K 0.08% 140
2022
Q4
$689K Buy
5,075
+44
+0.9% +$5.83K 0.1% 134
2022
Q3
$609K Buy
5,031
+45
+0.9% +$5.8K 0.09% 137
2022
Q2
$639K Sell
4,986
-41
-0.8% -$5.37K 0.09% 138
2022
Q1
$689K Sell
5,027
-163
-3% -$21.6K 0.09% 156
2021
Q4
$731K Hold
5,190
0.09% 149
2021
Q3
$661K Buy
5,190
+2
+0% +$264 0.09% 146
2021
Q2
$653K Sell
5,188
-61
-1% -$7.48K 0.1% 157
2021
Q1
$613K Hold
5,249
0.11% 146
2020
Q4
$595K Buy
+5,249
New +$573K 0.12% 129

Other funds holding XLV

Tradition Wealth Management's XLV Position: Q2 2026 in Review

Tradition Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.09% in Q2 2026, buying an estimated $744 and bringing the position to 5,877 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #222.

Tradition Wealth Management first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Tradition Wealth Management held 5,877 shares of State Street Health Care Select Sector SPDR ETF worth $932K as of Q2 2026.
  • Tradition Wealth Management bought 5 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $744.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Tradition Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.05M in Q3 2024.
  • 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.