Envision Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Envision Financial Planning’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	-56,649	Closed	-$8.31M	–	57
2026 Q1	$8.31M	Buy	56,649 +1,742	+3%	+$269K	3.01%	14
2025 Q4	$8.5M	Buy	54,907 +33,668	+159%	+$5.04M	3.21%	14
2025 Q3	$2.96M	Buy	21,239 +501	+2%	+$67.8K	1.25%	17
2025 Q2	$2.8M	Buy	20,738 +1,986	+11%	+$268K	1.31%	17
2025 Q1	$2.74M	Sell	18,752 -659	-3%	-$95.7K	1.4%	19
2024 Q4	$2.67M	Buy	19,411 +2,327	+14%	+$341K	1.38%	19
2024 Q3	$2.63M	Buy	17,084 +801	+5%	+$121K	1.39%	20
2024 Q2	$2.37M	Buy	16,283 +607	+4%	+$87.1K	1.81%	16
2024 Q1	$2.32M	Buy	15,676 +378	+2%	+$54.2K	1.87%	16
2023 Q4	$2.09M	Buy	+15,298	New	+$1.99M	1.83%	16

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

Envision Financial Planning's XLV Position: Q2 2026 in Review

Envision Financial Planning sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 56,649 shares — an estimated $8.31M sold.

Envision Financial Planning first reported a position in XLV in Q4 2023 and held it in 10 quarters. The position peaked at $8.5M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Envision Financial Planning reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Envision Financial Planning sold 56,649 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.31M.
Envision Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Envision Financial Planning's State Street Health Care Select Sector SPDR ETF position peaked at $8.5M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.