Ameritas Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ameritas Advisory Services’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	$3.32M	Buy	20,916 +11,419	+120%	+$1.7M	0.07%	270
2026 Q1	$1.39M	Buy	9,497 +269	+3%	+$41.5K	0.05%	297
2025 Q4	$1.43M	Sell	9,228 -4,057	-31%	-$608K	0.05%	296
2025 Q3	$1.85M	Sell	13,285 -1,343	-9%	-$182K	0.12%	149
2025 Q2	$1.97M	Sell	14,628 -6,572	-31%	-$887K	0.1%	194
2025 Q1	$2.98M	Sell	21,200 -1,223	-5%	-$178K	0.12%	169
2024 Q4	$3.08M	Sell	22,423 -1,502	-6%	-$220K	0.11%	179
2024 Q3	$3.68M	Sell	23,925 -2,549	-10%	-$386K	0.16%	143
2024 Q2	$3.86M	Buy	26,474 +2,011	+8%	+$288K	0.15%	146
2024 Q1	$3.5M	Buy	24,463 +3,358	+16%	+$482K	0.14%	144
2023 Q4	$2.98M	Sell	21,105 -5,676	-21%	-$738K	0.16%	125
2023 Q3	$3.46M	Buy	26,781 +12,393	+86%	+$1.65M	0.17%	116
2023 Q2	$1.86M	Sell	14,388 -16,922	-54%	-$2.23M	0.24%	94
2023 Q1	$4.15M	Sell	31,310 -12,833	-29%	-$1.68M	0.21%	96
2022 Q4	$6M	Buy	44,143 +7,918	+22%	+$1.05M	0.28%	82
2022 Q3	$4.39M	Buy	36,225 +2,464	+7%	+$317K	0.26%	83
2022 Q2	$4.33M	Buy	33,761 +21,443	+174%	+$2.81M	0.25%	86
2022 Q1	$1.69M	Sell	12,318 -589	-5%	-$78K	0.06%	238
2021 Q4	$1.82M	Buy	+12,907	New	+$1.71M	0.07%	237

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

Ameritas Advisory Services's XLV Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 120% in Q2 2026, buying an estimated $1.7M and bringing the position to 20,916 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #270.

Ameritas Advisory Services first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6M in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ameritas Advisory Services held 20,916 shares of State Street Health Care Select Sector SPDR ETF worth $3.32M as of Q2 2026.
Ameritas Advisory Services bought 11,419 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.7M.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Ameritas Advisory Services's portfolio in Q2 2026, its #270 holding.
Ameritas Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $6M in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.