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

Truvestments Capital’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 Q1	$181K	Buy	1,238 +5	+0.4%	+$771	0.03%	321
2025 Q4	$191K	Sell	1,233 -111	-8%	-$16.6K	0.03%	290
2025 Q3	$187K	Buy	1,344 +121	+10%	+$16.4K	0.03%	289
2025 Q2	$165K	Sell	1,223 -36	-3%	-$4.86K	0.03%	252
2025 Q1	$184K	Sell	1,259 -32	-2%	-$4.65K	0.04%	248
2024 Q4	$178K	Sell	1,291 -89	-6%	-$13K	0.05%	230
2024 Q3	$213K	Buy	+1,380	New	+$209K	0.06%	215
2024 Q2	–	Sell	-1,277	Closed	-$189K	–	701
2024 Q1	$189K	Sell	1,277 -89	-7%	-$12.8K	0.07%	229
2023 Q4	$186K	Buy	1,366 +49	+4%	+$6.37K	0.08%	215
2023 Q3	$170K	Buy	1,317 +55	+4%	+$7.3K	0.09%	194
2023 Q2	$167K	Buy	1,262 +6	+0.5%	+$791	0.08%	206
2023 Q1	$163K	Sell	1,256 -68	-5%	-$8.88K	0.09%	195
2022 Q4	$180K	Buy	1,324 +78	+6%	+$10.3K	0.1%	156
2022 Q3	$151K	Buy	1,246 +5	+0.4%	+$644	0.1%	171
2022 Q2	$159K	Buy	+1,241	New	+$163K	0.09%	177
2022 Q1	–	Sell	-1,218	Closed	-$172K	–	562
2021 Q4	$172K	Buy	1,218 +5	+0.4%	+$664	0.09%	173
2021 Q3	$154K	Buy	1,213 +4	+0.3%	+$529	0.08%	173
2021 Q2	$152K	Sell	1,209 -247	-17%	-$30.3K	0.08%	171
2021 Q1	$170K	Buy	1,456 +5	+0.3%	+$577	0.1%	169
2020 Q4	$164K	Buy	1,451 +1,301	+867%	+$142K	0.11%	159
2020 Q3	$16K	Sell	150 -1,391	-90%	-$146K	0.01%	237
2020 Q2	$154K	Buy	1,541 +1,391	+927%	+$137K	0.16%	108
2020 Q1	$13K	Buy	+150	New	+$14.6K	0.02%	319
2019 Q4	–	Sell	-50	Closed	-$5K	–	608
2019 Q3	$5K	Sell	50 -1,000	-95%	-$91.3K	﹤0.01%	584
2019 Q2	$97K	Hold	1,050	–	–	0.07%	185
2019 Q1	$96K	Buy	+1,050	New	+$94.7K	0.07%	165
2018 Q3	$229K	Sell	2,401 -97	-4%	-$8.76K	0.11%	162
2018 Q2	$209K	Buy	+2,498	New	+$207K	0.13%	160

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truvestments Capital's XLV Position: Q1 2026 in Review

Truvestments Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.41% in Q1 2026, buying an estimated $771 and bringing the position to 1,238 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #321.

Truvestments Capital first reported a position in XLV in Q2 2018 and has held it in 28 quarters since. The position peaked at $229K in Q3 2018. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Truvestments Capital held 1,238 shares of State Street Health Care Select Sector SPDR ETF worth $181K as of Q1 2026.
Truvestments Capital bought 5 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $771.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Truvestments Capital's portfolio in Q1 2026, its #321 holding.
Truvestments Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
Truvestments Capital's State Street Health Care Select Sector SPDR ETF position peaked at $229K in Q3 2018.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.