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 Q2	$197K	Buy	1,242 +4	+0.3%	+$595	0.03%	329
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 $1.55T 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

Truvestments Capital's XLV Position: Q2 2026 in Review

Truvestments Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.32% in Q2 2026, buying an estimated $595 and bringing the position to 1,242 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #329.

Truvestments Capital first reported a position in XLV in Q2 2018 and has held it in 29 quarters since. The position peaked at $229K in Q3 2018. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Truvestments Capital held 1,242 shares of State Street Health Care Select Sector SPDR ETF worth $197K as of Q2 2026.
Truvestments Capital bought 4 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $595.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Truvestments Capital's portfolio in Q2 2026, its #329 holding.
Truvestments Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
Truvestments Capital's State Street Health Care Select Sector SPDR ETF position peaked at $229K in Q3 2018.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.