Almanack Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Almanack Investment Partners’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	$222K	Buy	+1,398	New	+$208K	0.03%	280
2026 Q1	–	Sell	-1,338	Closed	-$207K	–	185
2025 Q4	$207K	Buy	+1,338	New	+$200K	0.04%	161
2025 Q3	–	Sell	-1,872	Closed	-$252K	–	245
2025 Q2	$252K	Buy	1,872 +259	+16%	+$35K	0.04%	175
2025 Q1	$236K	Buy	+1,613	New	+$234K	0.05%	137
2024 Q4	–	Sell	-1,338	Closed	-$206K	–	197
2024 Q3	$206K	Buy	+1,338	New	+$203K	0.03%	173
2022 Q3	–	Sell	-3,594	Closed	-$461K	–	970
2022 Q2	$461K	Buy	3,594 +50	+1%	+$6.55K	0.05%	246
2022 Q1	$485K	Hold	3,544	–	–	0.04%	264
2021 Q4	$499K	Sell	3,544 -188	-5%	-$25K	0.04%	266
2021 Q3	$475K	Buy	3,732 +188	+5%	+$24.8K	0.04%	267
2021 Q2	$446K	Sell	3,544 -130	-4%	-$15.9K	0.04%	250
2021 Q1	$429K	Sell	3,674 -5,777	-61%	-$667K	0.04%	263
2020 Q4	$1.07M	Sell	9,451 -1,687	-15%	-$184K	0.12%	109
2020 Q3	$1.24M	Sell	11,138 -33,825	-75%	-$3.56M	0.15%	91
2020 Q2	$4.5M	Buy	+44,963	New	+$4.44M	0.8%	33
2019 Q3	–	Sell	-1,616	Closed	-$150K	–	302
2019 Q2	$150K	Buy	+1,616	New	+$145K	0.03%	214
2018 Q3	–	Sell	-5,804	Closed	-$484K	–	293
2018 Q2	$484K	Buy	+5,804	New	+$481K	0.22%	41

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

Almanack Investment Partners's XLV Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,398 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in XLV as recently as Q4 2025.

Almanack Investment Partners first reported a position in XLV in Q2 2018 and has held it in 16 quarters since. The position peaked at $4.5M in Q2 2020. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Almanack Investment Partners held 1,398 shares of State Street Health Care Select Sector SPDR ETF worth $222K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Almanack Investment Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #280 holding.
Almanack Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 16 quarters since.
Almanack Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.5M in Q2 2020.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.