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

TruWealth 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 Q1	$543K	Sell	3,701 -100	-3%	-$15.4K	0.03%	118
2025 Q4	$588K	Sell	3,801 -17,787	-82%	-$2.66M	0.03%	114
2025 Q3	$3M	Sell	21,588 -4,108	-16%	-$556K	0.15%	71
2025 Q2	$3.46M	Buy	25,696 +816	+3%	+$110K	0.19%	67
2025 Q1	$3.63M	Buy	24,880 +627	+3%	+$91.1K	0.22%	61
2024 Q4	$3.34M	Buy	24,253 +722	+3%	+$106K	0.2%	61
2024 Q3	$3.62M	Buy	23,531 +231	+1%	+$35K	0.22%	59
2024 Q2	$3.4M	Sell	23,300 -377	-2%	-$54.1K	0.23%	58
2024 Q1	$3.5M	Buy	23,677 +343	+1%	+$49.2K	0.24%	57
2023 Q4	$3.18M	Sell	23,334 -134	-0.6%	-$17.4K	0.24%	52
2023 Q3	$3.02M	Buy	23,468 +30	+0.1%	+$3.98K	0.26%	57
2023 Q2	$3.11M	Buy	23,438 +659	+3%	+$86.9K	0.27%	59
2023 Q1	$2.95M	Buy	22,779 +338	+2%	+$44.2K	0.27%	60
2022 Q4	$3.05M	Sell	22,441 -905	-4%	-$120K	0.3%	61
2022 Q3	$2.83M	Sell	23,346 -488	-2%	-$62.9K	0.3%	56
2022 Q2	$3.06M	Buy	23,834 +134	+0.6%	+$17.6K	0.33%	49
2022 Q1	$3.25M	Buy	23,700 +1,013	+4%	+$134K	0.34%	47
2021 Q4	$3.2M	Buy	22,687 +26	+0.1%	+$3.45K	0.32%	46
2021 Q3	$2.88M	Buy	22,661 +520	+2%	+$68.7K	0.32%	45
2021 Q2	$2.79M	Buy	22,141 +1,562	+8%	+$191K	0.33%	43
2021 Q1	$2.4M	Buy	20,579 +2,310	+13%	+$267K	0.33%	38
2020 Q4	$2.07M	Buy	+18,269	New	+$1.99M	0.31%	38

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TruWealth Advisors's XLV Position: Q1 2026 in Review

TruWealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.6% in Q1 2026, selling an estimated $15.4K and leaving 3,701 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #118.

TruWealth Advisors first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.63M in Q1 2025. 1,813 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

TruWealth Advisors held 3,701 shares of State Street Health Care Select Sector SPDR ETF worth $543K as of Q1 2026.
TruWealth Advisors sold 100 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $15.4K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #118 holding.
TruWealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.63M in Q1 2025.
1,813 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.