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

Commonwealth Retirement 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	$111K	Buy	+701	New	+$104K	0.03%	148
2026 Q1	–	Sell	-701	Closed	-$109K	–	419
2025 Q4	$109K	Buy	+701	New	+$105K	0.03%	143

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 22.9% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Retirement Investments's XLV Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 701 shares worth $111K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in XLV as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Commonwealth Retirement Investments held 701 shares of State Street Health Care Select Sector SPDR ETF worth $111K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Commonwealth Retirement Investments position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #148 holding.
Commonwealth Retirement Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.