D.B. Root & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

D.B. Root & Company’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	$311K	Sell	1,957 -300	-13%	-$44.6K	0.07%	159
2026 Q1	$331K	Sell	2,257 -612	-21%	-$94.4K	0.08%	146
2025 Q4	$444K	Buy	2,869 +493	+21%	+$73.8K	0.11%	115
2025 Q3	$331K	Sell	2,376 -805	-25%	-$109K	0.08%	142
2025 Q2	$429K	Buy	3,181 +1,360	+75%	+$184K	0.13%	118
2025 Q1	$266K	Sell	1,821 -24	-1%	-$3.49K	0.09%	138
2024 Q4	$254K	Sell	1,845 -1,394	-43%	-$204K	0.08%	152
2024 Q3	$499K	Buy	+3,239	New	+$491K	0.16%	97
2024 Q1	–	Sell	-1,612	Closed	-$220K	–	186
2023 Q4	$220K	Sell	1,612 -738	-31%	-$96K	0.08%	159
2023 Q3	$303K	Sell	2,350 -239	-9%	-$31.7K	0.12%	141
2023 Q2	$344K	Sell	2,589 -426	-14%	-$56.2K	0.13%	139
2023 Q1	$390K	Sell	3,015 -7,164	-70%	-$936K	0.15%	125
2022 Q4	$1.38M	Buy	10,179 +7,145	+235%	+$947K	0.58%	37
2022 Q3	$367K	Sell	3,034 -1,715	-36%	-$221K	0.17%	117
2022 Q2	$609K	Buy	4,749 +1,834	+63%	+$240K	0.26%	95
2022 Q1	$399K	Buy	2,915 +535	+22%	+$70.8K	0.15%	140
2021 Q4	$335K	Sell	2,380 -3,717	-61%	-$494K	0.12%	157
2021 Q3	$776K	Buy	6,097 +474	+8%	+$62.6K	0.3%	85
2021 Q2	$708K	Sell	5,623 -504	-8%	-$61.8K	0.26%	102
2021 Q1	$715K	Sell	6,127 -542	-8%	-$62.6K	0.28%	94
2020 Q4	$756K	Buy	6,669 +59	+0.9%	+$6.44K	0.3%	86
2020 Q3	$697K	Sell	6,610 -8,167	-55%	-$860K	0.28%	97
2020 Q2	$1.48M	Buy	14,777 +8,871	+150%	+$876K	0.64%	30
2020 Q1	$523K	Buy	5,906 +773	+15%	+$75.1K	0.26%	100
2019 Q4	$522K	Sell	5,133 -2,962	-37%	-$285K	0.23%	122
2019 Q3	$729K	Sell	8,095 -1,011	-11%	-$92.3K	0.34%	89
2019 Q2	$843K	Sell	9,106 -7,533	-45%	-$677K	0.37%	78
2019 Q1	$1.53M	Sell	16,639 -305	-2%	-$27.5K	0.65%	37
2018 Q4	$1.47M	Buy	16,944 +3,072	+22%	+$278K	0.73%	29
2018 Q3	$1.32M	Buy	13,872 +9,523	+219%	+$860K	0.58%	46
2018 Q2	$363K	Sell	4,349 -102	-2%	-$8.45K	0.17%	153
2018 Q1	$362K	Buy	+4,451	New	+$379K	0.19%	141

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

D.B. Root & Company's XLV Position: Q2 2026 in Review

D.B. Root & Company reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $44.6K and leaving 1,957 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #159.

D.B. Root & Company first reported a position in XLV in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.53M in Q1 2019. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

D.B. Root & Company held 1,957 shares of State Street Health Care Select Sector SPDR ETF worth $311K as of Q2 2026.
D.B. Root & Company sold 300 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $44.6K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of D.B. Root & Company's portfolio in Q2 2026, its #159 holding.
D.B. Root & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
D.B. Root & Company's State Street Health Care Select Sector SPDR ETF position peaked at $1.53M in Q1 2019.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.