True Link Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

True Link Financial 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	–	Sell	-203	Closed	-$29.8K	–	418
2026 Q1	$29.8K	Buy	+203	New	+$31.3K	﹤0.01%	259
2023 Q4	–	Sell	-2,635	Closed	-$339K	–	109
2023 Q3	$339K	Buy	2,635 +130	+5%	+$17.3K	0.04%	86
2023 Q2	$332K	Hold	2,505	–	–	0.04%	95
2023 Q1	$324K	Sell	2,505 -12	-0.5%	-$1.57K	0.04%	99
2022 Q4	$342K	Buy	2,517 +12	+0.5%	+$1.59K	0.05%	90
2022 Q3	$303K	Buy	+2,505	New	+$323K	0.04%	110
2022 Q1	–	Sell	-850	Closed	-$174K	–	290
2021 Q4	$174K	Hold	850	–	–	0.02%	269
2021 Q3	$153K	Buy	850 +225	+36%	+$29.7K	0.02%	284
2021 Q2	$112K	Sell	625 -703	-53%	-$86.2K	0.02%	286
2021 Q1	$223K	Buy	1,328 +261	+24%	+$30.1K	0.03%	208
2020 Q4	$172K	Buy	+1,067	New	+$116K	0.03%	287

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 22.9% 1-Year Est. Return

HIIFS

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

True Link Financial Advisors's XLV Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 203 shares — an estimated $29.8K sold.

True Link Financial Advisors first reported a position in XLV in Q4 2020 and held it in 11 quarters. The position peaked at $342K in Q4 2022. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

True Link Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 203 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $29.8K.
True Link Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $342K in Q4 2022.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.