Balboa Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Balboa Wealth 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	$691K	Sell	4,353 -454	-9%	-$67.5K	0.09%	179
2026 Q1	$705K	Buy	4,807 +134	+3%	+$20.7K	0.12%	148
2025 Q4	$723K	Buy	4,673 +180	+4%	+$27K	0.12%	132
2025 Q3	$625K	Buy	4,493 +5	+0.1%	+$677	0.11%	154
2025 Q2	$605K	Sell	4,488 -51	-1%	-$6.89K	0.12%	139
2025 Q1	$663K	Sell	4,539 -115	-2%	-$16.7K	0.16%	110
2024 Q4	$640K	Sell	4,654 -311	-6%	-$45.5K	0.15%	114
2024 Q3	$765K	Sell	4,965 -35	-0.7%	-$5.3K	0.19%	100
2024 Q2	$729K	Buy	5,000 +1,240	+33%	+$178K	0.19%	94
2024 Q1	$555K	Sell	3,760 -1,038	-22%	-$149K	0.16%	113
2023 Q4	$654K	Buy	4,798 +89	+2%	+$11.6K	0.22%	89
2023 Q3	$606K	Sell	4,709 -147	-3%	-$19.5K	0.23%	82
2023 Q2	$644K	Buy	4,856 +94	+2%	+$12.4K	0.22%	82
2023 Q1	$616K	Sell	4,762 -3,505	-42%	-$458K	0.23%	86
2022 Q4	$1.12M	Buy	8,267 +1,302	+19%	+$173K	0.51%	47
2022 Q3	$844K	Buy	+6,965	New	+$897K	0.37%	54

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

Balboa Wealth Partners's XLV Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.4% in Q2 2026, selling an estimated $67.5K and leaving 4,353 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #179.

Balboa Wealth Partners first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Balboa Wealth Partners held 4,353 shares of State Street Health Care Select Sector SPDR ETF worth $691K as of Q2 2026.
Balboa Wealth Partners sold 454 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $67.5K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #179 holding.
Balboa Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.12M 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.