Turtle Creek Wealth 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
$278K Sell
1,750
-145
-8% -$21.6K 0.01% 381
2026
Q1
$278K Sell
1,895
-19,391
-91% -$2.99M 0.02% 330
2025
Q4
$3.3M Buy
21,286
+9,821
+86% +$1.47M 0.26% 83
2025
Q3
$1.6M Buy
11,465
+9,770
+576% +$1.32M 0.14% 102
2025
Q2
$228K Buy
+1,695
New +$229K 0.03% 249
2024
Q4
Sell
-123,386
Closed -$19M 173
2024
Q3
$19M Buy
123,386
+121,691
+7,179% +$18.4M 3.81% 3
2024
Q2
$247K Sell
1,695
-34,649
-95% -$4.97M 0.06% 137
2024
Q1
$5.37M Buy
36,344
+30,739
+548% +$4.41M 1.32% 20
2023
Q4
$764K Buy
+5,605
New +$729K 0.23% 77

Other funds holding XLV

Turtle Creek Wealth Advisors's XLV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.7% in Q2 2026, selling an estimated $21.6K and leaving 1,750 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #381.

Turtle Creek Wealth Advisors first reported a position in XLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $19M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,750 shares of State Street Health Care Select Sector SPDR ETF worth $278K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 145 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • Turtle Creek Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • Turtle Creek Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $19M in Q3 2024.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.