Concurrent Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Concurrent Investment 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	$26.2M	Buy	164,960 +15,867	+11%	+$2.36M	0.22%	90
2026 Q1	$21.9M	Buy	149,093 +12,626	+9%	+$1.95M	0.24%	88
2025 Q4	$21.1M	Buy	136,467 +53,225	+64%	+$7.97M	0.24%	85
2025 Q3	$11.6M	Sell	83,242 -41,829	-33%	-$5.66M	0.2%	105
2025 Q2	$16.9M	Sell	125,071 -23,144	-16%	-$3.13M	0.33%	63
2025 Q1	$21.6M	Buy	148,215 +31,710	+27%	+$4.61M	0.53%	35
2024 Q4	$16M	Sell	116,505 -3,558	-3%	-$521K	0.43%	48
2024 Q3	$18.5M	Sell	120,063 -1,106	-0.9%	-$168K	0.55%	35
2024 Q2	$17.7M	Sell	121,169 -2,778	-2%	-$398K	0.58%	34
2024 Q1	$18.3M	Buy	123,947 +9,499	+8%	+$1.36M	0.74%	26
2023 Q4	$15.6M	Buy	+114,448	New	+$14.9M	0.74%	24

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

Concurrent Investment Advisors's XLV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $2.36M and bringing the position to 164,960 shares worth $26.2M. The position accounts for 0.22% of the portfolio, ranked #90.

Concurrent Investment Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Concurrent Investment Advisors held 164,960 shares of State Street Health Care Select Sector SPDR ETF worth $26.2M as of Q2 2026.
Concurrent Investment Advisors bought 15,867 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.36M.
State Street Health Care Select Sector SPDR ETF made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #90 holding.
Concurrent Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.