Dodds Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Dodds Wealth’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	$1.17M	Buy	7,389 +38	+0.5%	+$5.65K	0.26%	26
2026 Q1	$1.08M	Sell	7,351 -30	-0.4%	-$4.63K	0.26%	25
2025 Q4	$1.14M	Sell	7,381 -2,029	-22%	-$304K	0.28%	24
2025 Q3	$1.31M	Buy	9,410 +62	+0.7%	+$8.39K	0.32%	23
2025 Q2	$1.26M	Sell	9,348 -375	-4%	-$50.6K	0.34%	22
2025 Q1	$1.42M	Sell	9,723 -10,131	-51%	-$1.47M	0.46%	23
2024 Q4	$2.82M	Sell	19,854 -794	-4%	-$116K	0.91%	17
2024 Q3	$3.15M	Buy	20,648 +911	+5%	+$138K	1.05%	17
2024 Q2	$2.86M	Sell	19,737 -775	-4%	-$111K	1.12%	16
2024 Q1	$3.03M	Buy	20,512 +1,736	+9%	+$249K	1.23%	14
2023 Q4	$2.56M	Buy	+18,776	New	+$2.44M	1.31%	15

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

Dodds Wealth's XLV Position: Q2 2026 in Review

Dodds Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.52% in Q2 2026, buying an estimated $5.65K and bringing the position to 7,389 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #26.

Dodds Wealth first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Dodds Wealth held 7,389 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q2 2026.
Dodds Wealth bought 38 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.65K.
State Street Health Care Select Sector SPDR ETF made up 0.26% of Dodds Wealth's portfolio in Q2 2026, its #26 holding.
Dodds Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Dodds Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $3.15M in Q3 2024.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.