Triumph Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Triumph Capital Management’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	$415K	Buy	2,617 +28	+1%	+$4.17K	0.08%	245
2026 Q1	$380K	Sell	2,589 -21	-0.8%	-$3.24K	0.08%	224
2025 Q4	$404K	Sell	2,610 -46	-2%	-$6.89K	0.09%	200
2025 Q3	$370K	Sell	2,656 -1,407	-35%	-$190K	0.1%	214
2025 Q2	$548K	Buy	4,063 +314	+8%	+$42.4K	0.16%	152
2025 Q1	$547K	Buy	3,749 +88	+2%	+$12.8K	0.18%	147
2024 Q4	$504K	Buy	3,661 +1,227	+50%	+$180K	0.17%	151
2024 Q3	$375K	Buy	+2,434	New	+$369K	0.13%	173
2023 Q2	–	Sell	-6,040	Closed	-$782K	–	253
2023 Q1	$782K	Buy	6,040 +4,283	+244%	+$559K	0.4%	46
2022 Q4	$239K	Sell	1,757 -9,192	-84%	-$1.22M	0.13%	169
2022 Q3	$1.33M	Sell	10,949 -1,007	-8%	-$130K	0.72%	32
2022 Q2	$1.53M	Sell	11,956 -177	-1%	-$23.2K	0.81%	29
2022 Q1	$1.66M	Sell	12,133 -3,312	-21%	-$438K	0.72%	29
2021 Q4	$2.18M	Sell	15,445 -8,323	-35%	-$1.11M	0.94%	26
2021 Q3	$3.03M	Sell	23,768 -2,435	-9%	-$322K	1.42%	15
2021 Q2	$3.37M	Buy	+26,203	New	+$3.21M	1.97%	8

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Triumph Capital Management's XLV Position: Q2 2026 in Review

Triumph Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,617 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #245.

Triumph Capital Management first reported a position in XLV in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.37M in Q2 2021. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Triumph Capital Management held 2,617 shares of State Street Health Care Select Sector SPDR ETF worth $415K as of Q2 2026.
Triumph Capital Management bought 28 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.17K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #245 holding.
Triumph Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Triumph Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.37M in Q2 2021.
415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.