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TritonPoint Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

TritonPoint Wealth’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
Q1 		$6.76M Sell
46,124
-296
-0.6% -$45.7K 0.72% 36
2025
Q4 		$7.19M Sell
46,420
-1,213
-3% -$182K 0.73% 31
2025
Q3 		$6.63M Sell
47,633
-5,940
-11% -$804K 0.57% 41
2025
Q2 		$7.22M Sell
53,573
-8,286
-13% -$1.12M 0.67% 36
2025
Q1 		$9.03M Buy
61,859
+6,628
+12% +$963K 0.86% 28
2024
Q4 		$7.6M Buy
55,231
+206
+0.4% +$30.1K 0.69% 38
2024
Q3 		$8.42M Buy
55,025
+2,851
+5% +$432K 0.77% 33
2024
Q2 		$7.6M Buy
52,174
+9,567
+22% +$1.37M 0.73% 38
2024
Q1 		$3.6M Buy
42,607
+15,534
+57% +$2.23M 0.38% 69
2023
Q4 		$3.69M Buy
+27,073
New +$3.52M 0.36% 73

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return