Bolthouse Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bolthouse Investments’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	$439K	Hold	2,770	–	–	0.36%	51
2026 Q1	$406K	Hold	2,770	–	–	0.37%	51
2025 Q4	$429K	Hold	2,770	–	–	0.38%	47
2025 Q3	$386K	Sell	2,770 -984	-26%	-$133K	0.35%	52
2025 Q2	$506K	Sell	3,754 -1,500	-29%	-$203K	0.5%	43
2025 Q1	$767K	Hold	5,254	–	–	0.8%	26
2024 Q4	$723K	Buy	+5,254	New	+$769K	0.67%	28

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

Bolthouse Investments's XLV Position: Q2 2026 in Review

Bolthouse Investments held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,770 shares worth $439K. The position accounts for 0.36% of the portfolio, ranked #51.

Bolthouse Investments first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q1 2025. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bolthouse Investments held 2,770 shares of State Street Health Care Select Sector SPDR ETF worth $439K as of Q2 2026.
Bolthouse Investments 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 0.36% of Bolthouse Investments's portfolio in Q2 2026, its #51 holding.
Bolthouse Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Bolthouse Investments's State Street Health Care Select Sector SPDR ETF position peaked at $767K in Q1 2025.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.