Advisor OS’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advisor OS’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	$209K	Sell	1,315 -2,476	-65%	-$368K	0.01%	560
2026 Q1	$556K	Buy	+3,791	New	+$585K	0.04%	282
2025 Q2	–	Sell	-3,503	Closed	-$511K	–	490
2025 Q1	$511K	Buy	+3,503	New	+$509K	0.06%	233
2023 Q2	–	Sell	-4,509	Closed	-$584K	–	309
2023 Q1	$584K	Sell	4,509 -22,161	-83%	-$2.89M	0.14%	153
2022 Q4	$3.62M	Buy	26,670 +3,095	+13%	+$410K	0.96%	23
2022 Q3	$2.85M	Buy	23,575 +1,576	+7%	+$203K	0.86%	25
2022 Q2	$2.82M	Buy	21,999 +10,777	+96%	+$1.41M	0.82%	24
2022 Q1	$1.54M	Buy	11,222 +9,570	+579%	+$1.27M	0.45%	50
2021 Q4	$233K	Sell	1,652 -30,777	-95%	-$4.09M	0.05%	226
2021 Q3	$4.13M	Buy	32,429 +30,777	+1,863%	+$4.07M	0.9%	21
2021 Q2	$208K	Buy	+1,652	New	+$202K	0.04%	218
2020 Q3	–	Sell	-56,081	Closed	-$5.61M	–	177
2020 Q2	$5.61M	Buy	+56,081	New	+$5.53M	3.35%	7

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 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Advisor OS's XLV Position: Q2 2026 in Review

Advisor OS reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q2 2026, selling an estimated $368K and leaving 1,315 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #560.

Advisor OS first reported a position in XLV in Q2 2020 and has held it in 12 quarters since. The position peaked at $5.61M in Q2 2020. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Advisor OS held 1,315 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q2 2026.
Advisor OS sold 2,476 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $368K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #560 holding.
Advisor OS first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 12 quarters since.
Advisor OS's State Street Health Care Select Sector SPDR ETF position peaked at $5.61M in Q2 2020.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.