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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$327K Sell
2,061
-66
-3% -$9.82K 0.07% 194
2026
Q1
$312K Sell
2,127
-271
-11% -$41.8K 0.08% 195
2025
Q4
$371K Sell
2,398
-33
-1% -$4.94K 0.1% 170
2025
Q3
$338K Buy
2,431
+80
+3% +$10.8K 0.09% 169
2025
Q2
$317K Sell
2,351
-403
-15% -$54.4K 0.09% 166
2025
Q1
$402K Sell
2,754
-1,001
-27% -$145K 0.13% 132
2024
Q4
$517K Sell
3,755
-649
-15% -$95K 0.17% 110
2024
Q3
$678K Buy
4,404
+102
+2% +$15.5K 0.23% 84
2024
Q2
$627K Sell
4,302
-118
-3% -$16.9K 0.23% 82
2024
Q1
$653K Buy
4,420
+188
+4% +$27K 0.25% 76
2023
Q4
$577K Buy
4,232
+64
+2% +$8.33K 0.22% 79
2023
Q3
$537K Buy
4,168
+453
+12% +$60.1K 0.23% 80
2023
Q2
$493K Buy
3,715
+174
+5% +$22.9K 0.2% 85
2023
Q1
$458K Sell
3,541
-85
-2% -$11.1K 0.19% 89
2022
Q4
$493K Buy
3,626
+233
+7% +$30.9K 0.22% 81
2022
Q3
$411K Buy
3,393
+208
+7% +$26.8K 0.19% 89
2022
Q2
$408K Sell
3,185
-78
-2% -$10.2K 0.19% 97
2022
Q1
$460K Hold
3,263
0.21% 97
2021
Q4
$460K Buy
3,263
+192
+6% +$25.5K 0.21% 97
2021
Q3
$391K Buy
+3,071
New +$406K 0.22% 85
2021
Q2
Sell
-2,303
Closed -$281K 141
2021
Q1
$281K Buy
+2,303
New +$266K 0.18% 98

Other funds holding XLV

TrueWealth Advisors's XLV Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q2 2026, selling an estimated $9.82K and leaving 2,061 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #194.

TrueWealth Advisors first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. The position peaked at $678K in Q3 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • TrueWealth Advisors held 2,061 shares of State Street Health Care Select Sector SPDR ETF worth $327K as of Q2 2026.
  • TrueWealth Advisors sold 66 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.82K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of TrueWealth Advisors's portfolio in Q2 2026, its #194 holding.
  • TrueWealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • TrueWealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $678K in Q3 2024.
  • 1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.