BlueSky Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BlueSky Wealth Advisors’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	$380K	Hold	2,394	–	–	0.04%	85
2026 Q1	$351K	Hold	2,394	–	–	0.05%	83
2025 Q4	$371K	Hold	2,394	–	–	0.05%	64
2025 Q3	$333K	Sell	2,394 -10	-0.4%	-$1.35K	0.04%	66
2025 Q2	$324K	Buy	2,404 +10	+0.4%	+$1.35K	0.05%	59
2025 Q1	$350K	Hold	2,394	–	–	0.05%	61
2024 Q4	$329K	Hold	2,394	–	–	0.05%	60
2024 Q3	$369K	Hold	2,394	–	–	0.06%	59
2024 Q2	$349K	Buy	+2,394	New	+$343K	0.06%	60
2024 Q1	–	Sell	-2,394	Closed	-$326K	–	70
2023 Q4	$326K	Hold	2,394	–	–	0.06%	57
2023 Q3	$308K	Hold	2,394	–	–	0.06%	58
2023 Q2	$318K	Hold	2,394	–	–	0.06%	58
2023 Q1	$310K	Hold	2,394	–	–	0.06%	57
2022 Q4	$325K	Hold	2,394	–	–	0.07%	54
2022 Q3	$290K	Hold	2,394	–	–	0.07%	58
2022 Q2	$307K	Hold	2,394	–	–	0.07%	56
2022 Q1	$328K	Hold	2,394	–	–	0.06%	57
2021 Q4	$337K	Hold	2,394	–	–	0.06%	56
2021 Q3	$305K	Hold	2,394	–	–	0.06%	55
2021 Q2	$308K	Sell	2,394 -275	-10%	-$33.7K	0.06%	56
2021 Q1	$315K	Buy	+2,669	New	+$308K	0.07%	48

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

BlueSky Wealth Advisors's XLV Position: Q2 2026 in Review

BlueSky Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,394 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #85.

BlueSky Wealth Advisors first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

BlueSky Wealth Advisors held 2,394 shares of State Street Health Care Select Sector SPDR ETF worth $380K as of Q2 2026.
BlueSky Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #85 holding.
BlueSky Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.