Aspen Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aspen Investment Management’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	$423K	Sell	2,669 -2,600	-49%	-$387K	0.11%	143
2026 Q1	$772K	Buy	5,269 +2,340	+80%	+$361K	0.24%	99
2025 Q4	$453K	Buy	2,929 +501	+21%	+$75K	0.14%	134
2025 Q3	$338K	Sell	2,428 -1,260	-34%	-$171K	0.13%	123
2025 Q2	$497K	Sell	3,688 -206	-5%	-$27.8K	0.21%	105
2025 Q1	$569K	Buy	3,894 +1,755	+82%	+$255K	0.26%	93
2024 Q4	$294K	Buy	2,139 +1	+0%	+$146	0.14%	125
2024 Q3	$329K	Sell	2,138 -234	-10%	-$35.5K	0.15%	123
2024 Q2	$346K	Buy	2,372 +234	+11%	+$33.6K	0.17%	117
2024 Q1	$316K	Sell	2,138 -100	-4%	-$14.3K	0.16%	128
2023 Q4	$305K	Sell	2,238 -3,797	-63%	-$494K	0.17%	118
2023 Q3	$776K	Sell	6,035 -324	-5%	-$43K	0.47%	63
2023 Q2	$844K	Buy	6,359 +11	+0.2%	+$1.45K	0.5%	65
2023 Q1	$844K	Sell	6,348 -23	-0.4%	-$3K	0.54%	60
2022 Q4	$866K	Sell	6,371 -1,428	-18%	-$189K	0.57%	58
2022 Q3	$945K	Hold	7,799	–	–	0.63%	52
2022 Q2	$1M	Hold	7,799	–	–	0.63%	55
2022 Q1	$1.07M	Buy	7,799 +171	+2%	+$22.6K	0.56%	65
2021 Q4	$1.07M	Sell	7,628 -5,939	-44%	-$789K	0.53%	65
2021 Q3	$1.73M	Buy	13,567 +11,357	+514%	+$1.5M	0.91%	30
2021 Q2	$278K	Hold	2,210	–	–	0.15%	128
2021 Q1	$258K	Hold	2,210	–	–	0.14%	131
2020 Q4	$251K	Sell	2,210 -4	-0.2%	-$437	0.15%	120
2020 Q3	$234K	Hold	2,214	–	–	0.16%	114
2020 Q2	$222K	Buy	+2,214	New	+$219K	0.16%	109
2020 Q1	–	Sell	-2,210	Closed	-$225K	–	128
2019 Q4	$225K	Buy	+2,210	New	+$212K	0.14%	125
2018 Q4	–	Sell	-2,160	Closed	-$206K	–	145
2018 Q3	$206K	Buy	+2,160	New	+$195K	0.14%	141

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

Aspen Investment Management's XLV Position: Q2 2026 in Review

Aspen Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 49% in Q2 2026, selling an estimated $387K and leaving 2,669 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #143.

Aspen Investment Management first reported a position in XLV in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.73M in Q3 2021. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Aspen Investment Management held 2,669 shares of State Street Health Care Select Sector SPDR ETF worth $423K as of Q2 2026.
Aspen Investment Management sold 2,600 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Aspen Investment Management's portfolio in Q2 2026, its #143 holding.
Aspen Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 27 quarters since.
Aspen Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.73M in Q3 2021.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.