Blue Trust Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Blue Trust Inc’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	$326K	Buy	2,057 +109	+6%	+$16.2K	﹤0.01%	631
2026 Q1	$286K	Sell	1,948 -535	-22%	-$82.5K	﹤0.01%	666
2025 Q4	$384K	Buy	2,483 +123	+5%	+$18.4K	﹤0.01%	573
2025 Q3	$328K	Buy	2,360 +231	+11%	+$31.3K	﹤0.01%	629
2025 Q2	$287K	Buy	2,129 +1,155	+119%	+$156K	﹤0.01%	647
2025 Q1	$142K	Buy	974 +249	+34%	+$36.2K	﹤0.01%	846
2024 Q4	$99.8K	Sell	725 -898	-55%	-$131K	﹤0.01%	942
2024 Q3	$237K	Buy	1,623 +685	+73%	+$104K	﹤0.01%	784
2024 Q2	$139K	Buy	938 +136	+17%	+$19.5K	﹤0.01%	837
2024 Q1	$119K	Buy	802 +394	+97%	+$56.5K	﹤0.01%	662
2023 Q4	$52K	Hold	408	–	–	﹤0.01%	924
2023 Q3	$55K	Sell	408 -864	-68%	-$115K	﹤0.01%	819
2023 Q2	$165K	Sell	1,272 -735	-37%	-$96.9K	﹤0.01%	395
2023 Q1	$273K	Sell	2,007 -2,153	-52%	-$281K	﹤0.01%	440
2022 Q4	$504K	Buy	4,160 +2,006	+93%	+$266K	0.01%	254
2022 Q3	$276K	Buy	2,154 +636	+42%	+$81.9K	﹤0.01%	288
2022 Q2	$208K	Buy	+1,518	New	+$199K	﹤0.01%	316

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

Blue Trust Inc's XLV Position: Q2 2026 in Review

Blue Trust Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.6% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,057 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Blue Trust Inc first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $504K in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Blue Trust Inc held 2,057 shares of State Street Health Care Select Sector SPDR ETF worth $326K as of Q2 2026.
Blue Trust Inc bought 109 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #631 holding.
Blue Trust Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's State Street Health Care Select Sector SPDR ETF position peaked at $504K in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.