Trifecta Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Trifecta Capital 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	$1.96M	Buy	12,328 +241	+2%	+$35.9K	0.25%	53
2026 Q1	$1.77M	Hold	12,087	–	–	0.27%	53
2025 Q4	$1.87M	Buy	12,087 +913	+8%	+$137K	0.28%	53
2025 Q3	$1.56M	Buy	11,174 +1	+0%	+$135	0.24%	55
2025 Q2	$1.51M	Buy	11,173 +200	+2%	+$27K	0.25%	54
2025 Q1	$1.6M	Buy	10,973 +426	+4%	+$61.9K	0.34%	52
2024 Q4	$1.45M	Buy	10,547 +830	+9%	+$121K	0.29%	52
2024 Q3	$1.5M	Sell	9,717 -300	-3%	-$45.5K	0.31%	53
2024 Q2	$1.46M	Buy	10,017 +981	+11%	+$141K	0.32%	53
2024 Q1	$1.33M	Sell	9,036 -113	-1%	-$16.2K	0.32%	54
2023 Q4	$1.25M	Buy	9,149 +109	+1%	+$14.2K	0.35%	54
2023 Q3	$1.16M	Hold	9,040	–	–	0.37%	52
2023 Q2	$1.2M	Hold	9,040	–	–	0.39%	50
2023 Q1	$1.17M	Hold	9,040	–	–	0.41%	53
2022 Q4	$1.23M	Buy	+9,040	New	+$1.2M	0.49%	54

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Trifecta Capital Advisors's XLV Position: Q2 2026 in Review

Trifecta Capital Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2% in Q2 2026, buying an estimated $35.9K and bringing the position to 12,328 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #53.

Trifecta Capital Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Trifecta Capital Advisors held 12,328 shares of State Street Health Care Select Sector SPDR ETF worth $1.96M as of Q2 2026.
Trifecta Capital Advisors bought 241 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $35.9K.
State Street Health Care Select Sector SPDR ETF made up 0.25% of Trifecta Capital Advisors's portfolio in Q2 2026, its #53 holding.
Trifecta Capital 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.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.