Black Diamond Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Black Diamond Financial’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	$284K	Buy	1,792 +3	+0.2%	+$446	0.03%	160
2026 Q1	$262K	Buy	1,789 +3	+0.2%	+$463	0.03%	155
2025 Q4	$277K	Buy	1,786 +226	+14%	+$33.8K	0.03%	148
2025 Q3	$217K	Buy	1,560 +24	+2%	+$3.25K	0.02%	152
2025 Q2	$207K	Sell	1,536 -269	-15%	-$36.3K	0.03%	139
2025 Q1	$263K	Buy	1,805 +166	+10%	+$24.1K	0.04%	123
2024 Q4	$225K	Sell	1,639 -605	-27%	-$88.5K	0.03%	131
2024 Q3	$346K	Buy	2,244 +105	+5%	+$15.9K	0.06%	104
2024 Q2	$312K	Buy	2,139 +481	+29%	+$69K	0.06%	106
2024 Q1	$226K	Hold	1,658	–	–	0.06%	101
2023 Q4	$226K	Buy	1,658 +4	+0.2%	+$520	0.06%	101
2023 Q3	$213K	Buy	1,654 +3	+0.2%	+$398	0.07%	100
2023 Q2	$219K	Sell	1,651 -32	-2%	-$4.22K	0.06%	98
2023 Q1	$218K	Buy	+1,683	New	+$220K	0.07%	104

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

Black Diamond Financial's XLV Position: Q2 2026 in Review

Black Diamond Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.17% in Q2 2026, buying an estimated $446 and bringing the position to 1,792 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #160.

Black Diamond Financial first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $346K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Black Diamond Financial held 1,792 shares of State Street Health Care Select Sector SPDR ETF worth $284K as of Q2 2026.
Black Diamond Financial bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #160 holding.
Black Diamond Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Black Diamond Financial's State Street Health Care Select Sector SPDR ETF position peaked at $346K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.