Deane Retirement Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Deane Retirement Strategies’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	–	Sell	-42	Closed	-$6.16K	–	76
2026 Q1	$6.16K	Sell	42 -52,417	-100%	-$8.09M	﹤0.01%	42
2025 Q4	$8.15M	Buy	+52,459	New	+$7.86M	3.37%	8
2024 Q2	–	Sell	-27,872	Closed	-$4.11M	–	93
2024 Q1	$4.11M	Sell	27,872 -70,422	-72%	-$10.1M	2.09%	15
2023 Q4	$13.4M	Buy	98,294 +26,637	+37%	+$3.47M	7.31%	4
2023 Q3	$9.23M	Buy	71,657 +56	+0.1%	+$7.43K	5.15%	6
2023 Q2	$9.5M	Buy	71,601 +167	+0.2%	+$22K	5.21%	6
2023 Q1	$9.24M	Buy	71,434 +42,840	+150%	+$5.6M	5.1%	5
2022 Q4	$3.88M	Sell	28,594 -162	-0.6%	-$21.5K	2.17%	10
2022 Q3	$3.48M	Buy	28,756 +818	+3%	+$105K	2.14%	8
2022 Q2	$3.62M	Sell	27,938 -323	-1%	-$42.3K	2.25%	11
2022 Q1	$3.9M	Buy	+28,261	New	+$3.74M	2.15%	14
2020 Q2	–	Sell	-59,507	Closed	-$5.27M	–	73
2020 Q1	$5.27M	Buy	59,507 +394	+0.7%	+$38.3K	3.9%	6
2019 Q4	$6.02M	Buy	+59,113	New	+$5.68M	4.12%	5
2015 Q3	–	Sell	-48,605	Closed	-$2.94M	–	56
2015 Q2	$2.94M	Sell	48,605 -118,795	-71%	-$8.8M	3.02%	10
2015 Q1	$3.62M	Buy	+167,400	New	+$11.9M	3.48%	4

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

Deane Retirement Strategies's XLV Position: Q2 2026 in Review

Deane Retirement Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 42 shares — an estimated $6.16K sold.

Deane Retirement Strategies first reported a position in XLV in Q1 2015 and held it in 15 quarters. The position peaked at $13.4M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Deane Retirement Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Deane Retirement Strategies sold 42 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.16K.
Deane Retirement Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 15 quarters.
Deane Retirement Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $13.4M in Q4 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.