DHJJ Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

DHJJ Financial 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	$16.5K	Hold	104	–	–	﹤0.01%	560
2026 Q1	$15.2K	Hold	104	–	–	0.01%	563
2025 Q4	$16.1K	Hold	104	–	–	0.01%	523
2025 Q3	$14.5K	Sell	104 -49	-32%	-$6.63K	﹤0.01%	521
2025 Q2	$20.6K	Sell	153 -51	-25%	-$6.89K	0.01%	468
2025 Q1	$29.8K	Hold	204	–	–	0.01%	387
2024 Q4	$28.1K	Sell	204 -182	-47%	-$26.6K	0.01%	383
2024 Q3	$59.5K	Hold	386	–	–	0.02%	278
2024 Q2	$56.3K	Hold	386	–	–	0.02%	259
2024 Q1	$57K	Hold	386	–	–	0.03%	251
2023 Q4	$52.6K	Hold	386	–	–	0.02%	244
2023 Q3	$49.7K	Buy	+386	New	+$51.2K	0.03%	245

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

HIIFS

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

DHJJ Financial Advisors's XLV Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 104 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

DHJJ Financial Advisors first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $59.5K in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

DHJJ Financial Advisors held 104 shares of State Street Health Care Select Sector SPDR ETF worth $16.5K as of Q2 2026.
DHJJ Financial Advisors 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 ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #560 holding.
DHJJ Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $59.5K in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.