Biltmore Family Office’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Biltmore Family Office’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	$759K	Buy	4,781 +73	+2%	+$10.9K	0.1%	133
2026 Q1	$690K	Sell	4,708 -339	-7%	-$52.3K	0.1%	133
2025 Q4	$781K	Buy	5,047 +438	+10%	+$65.6K	0.11%	118
2025 Q3	$641K	Sell	4,609 -96	-2%	-$13K	0.09%	126
2025 Q2	$634K	Buy	4,705 +95	+2%	+$12.8K	0.11%	112
2025 Q1	$673K	Buy	4,610 +160	+4%	+$23.2K	0.11%	110
2024 Q4	$612K	Sell	4,450 -50	-1%	-$7.32K	0.1%	112
2024 Q3	$693K	Sell	4,500 -481	-10%	-$72.9K	0.12%	106
2024 Q2	$726K	Hold	4,981	–	–	0.13%	95
2024 Q1	$736K	Hold	4,981	–	–	0.15%	91
2023 Q4	$679K	Hold	4,981	–	–	0.14%	94
2023 Q3	$641K	Hold	4,981	–	–	0.15%	97
2023 Q2	$661K	Hold	4,981	–	–	0.14%	94
2023 Q1	$645K	Hold	4,981	–	–	0.14%	108
2022 Q4	$677K	Hold	4,981	–	–	0.14%	97
2022 Q3	$603K	Buy	4,981 +100	+2%	+$12.9K	0.14%	90
2022 Q2	$626K	Hold	4,881	–	–	0.16%	91
2022 Q1	$669K	Hold	4,881	–	–	0.14%	90
2021 Q4	$688K	Hold	4,881	–	–	0.13%	103
2021 Q3	$621K	Hold	4,881	–	–	0.15%	93
2021 Q2	$615K	Sell	4,881 -490	-9%	-$60.1K	0.17%	87
2021 Q1	$627K	Hold	5,371	–	–	0.2%	78
2020 Q4	$609K	Hold	5,371	–	–	0.18%	80
2020 Q3	$567K	Hold	5,371	–	–	0.32%	70
2020 Q2	$537K	Buy	5,371 +700	+15%	+$69.1K	0.32%	76
2020 Q1	$414K	Buy	4,671 +100	+2%	+$9.71K	0.27%	90
2019 Q4	$469K	Buy	+4,571	New	+$439K	0.19%	98
2019 Q3	–	Sell	-100	Closed	-$9K	–	181
2019 Q2	$9K	Buy	+100	New	+$8.99K	﹤0.01%	154

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

Biltmore Family Office's XLV Position: Q2 2026 in Review

Biltmore Family Office increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,781 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #133.

Biltmore Family Office first reported a position in XLV in Q2 2019 and has held it in 28 quarters since. The position peaked at $781K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Biltmore Family Office held 4,781 shares of State Street Health Care Select Sector SPDR ETF worth $759K as of Q2 2026.
Biltmore Family Office bought 73 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.9K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Biltmore Family Office's portfolio in Q2 2026, its #133 holding.
Biltmore Family Office first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Biltmore Family Office's State Street Health Care Select Sector SPDR ETF position peaked at $781K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.