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Trust Point Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Trust Point Inc’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 		$574K Hold
3,620
– – 0.05% 204
2026
Q1 		$531K Sell
3,620
-72
-2% -$11.1K 0.05% 235
2025
Q4 		$572K Buy
3,692
+72
+2% +$10.8K 0.05% 200
2025
Q3 		$504K Sell
3,620
-32
-0.9% -$4.33K 0.04% 227
2025
Q2 		$492K Sell
3,652
-215
-6% -$29K 0.05% 191
2025
Q1 		$565K Buy
3,867
+63
+2% +$9.15K 0.05% 197
2024
Q4 		$523K Buy
3,804
+184
+5% +$26.9K 0.04% 283
2024
Q3 		$558K Hold
3,620
– – 0.04% 264
2024
Q2 		$528K Hold
3,620
– – 0.04% 257
2024
Q1 		$535K Hold
3,620
– – 0.04% 271
2023
Q4 		$494K Buy
+3,620
New +$471K 0.04% 277

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
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
KL
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

Trust Point Inc's XLV Position: Q2 2026 in Review

Trust Point Inc held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,620 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #204.

Trust Point Inc first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Trust Point Inc held 3,620 shares of State Street Health Care Select Sector SPDR ETF worth $574K as of Q2 2026.
  • Trust Point Inc left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Trust Point Inc's portfolio in Q2 2026, its #204 holding.
  • Trust Point Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.