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 Q2	$6.54M	Sell	41,245 -4,879	-11%	-$726K	0.64%	38
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 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

TritonPoint Wealth's XLV Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, selling an estimated $726K and leaving 41,245 shares worth $6.54M. The position accounts for 0.64% of the portfolio, ranked #38.

TritonPoint Wealth first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.03M in Q1 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

TritonPoint Wealth held 41,245 shares of State Street Health Care Select Sector SPDR ETF worth $6.54M as of Q2 2026.
TritonPoint Wealth sold 4,879 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $726K.
State Street Health Care Select Sector SPDR ETF made up 0.64% of TritonPoint Wealth's portfolio in Q2 2026, its #38 holding.
TritonPoint Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $9.03M in Q1 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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