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

Eldridge 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	$244K	Hold	1,540	–	–	0.05%	151
2026 Q1	$226K	Buy	1,540 +60	+4%	+$9.26K	0.05%	143
2025 Q4	$229K	Hold	1,480	–	–	0.05%	151
2025 Q3	$206K	Buy	+1,480	New	+$200K	0.05%	157
2024 Q4	–	Sell	-1,660	Closed	-$256K	–	155
2024 Q3	$256K	Hold	1,660	–	–	0.06%	139
2024 Q2	$242K	Buy	1,660 +75	+5%	+$10.8K	0.06%	133
2024 Q1	$234K	Hold	1,585	–	–	0.06%	138
2023 Q4	$216K	Hold	1,585	–	–	0.06%	135
2023 Q3	$204K	Buy	1,585 +75	+5%	+$9.96K	0.07%	140
2023 Q2	$200K	Buy	+1,510	New	+$199K	0.07%	140
2023 Q1	–	Sell	-1,510	Closed	-$205K	–	142
2022 Q4	$205K	Buy	+1,510	New	+$200K	0.07%	130
2022 Q2	–	Sell	-1,510	Closed	-$207K	–	134
2022 Q1	$207K	Hold	1,510	–	–	0.07%	120
2021 Q4	$213K	Buy	+1,510	New	+$201K	0.07%	120

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

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

Eldridge Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,540 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #151.

Eldridge Investment Advisors first reported a position in XLV in Q4 2021 and has held it in 13 quarters since. The position peaked at $256K in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Eldridge Investment Advisors held 1,540 shares of State Street Health Care Select Sector SPDR ETF worth $244K as of Q2 2026.
Eldridge Investment 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 0.05% of Eldridge Investment Advisors's portfolio in Q2 2026, its #151 holding.
Eldridge Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Eldridge Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $256K in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.