Financial & Tax Architects’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial & Tax Architects’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	$1.32M	Sell	8,342 -89	-1%	-$13.2K	0.28%	64
2026 Q1	$1.24M	Sell	8,431 -64	-0.8%	-$9.87K	0.28%	66
2025 Q4	$1.32M	Buy	+8,495	New	+$1.27M	0.3%	62
2025 Q2	–	Sell	-5,463	Closed	-$798K	–	116
2025 Q1	$798K	Buy	5,463 +859	+19%	+$125K	0.2%	68
2024 Q4	$633K	Buy	4,604 +506	+12%	+$74K	0.16%	69
2024 Q3	$631K	Sell	4,098 -319	-7%	-$48.4K	0.16%	66
2024 Q2	$644K	Sell	4,417 -146	-3%	-$20.9K	0.17%	63
2024 Q1	$674K	Sell	4,563 -481	-10%	-$69K	0.19%	64
2023 Q4	$688K	Sell	5,044 -816	-14%	-$106K	0.2%	63
2023 Q3	$754K	Buy	+5,860	New	+$778K	0.23%	59
2023 Q1	–	Sell	-9,450	Closed	-$1.27M	–	88
2022 Q4	$1.27M	Buy	+9,450	New	+$1.25M	0.43%	46
2022 Q3	–	Sell	-11,072	Closed	-$1.42M	–	83
2022 Q2	$1.42M	Buy	+11,072	New	+$1.45M	0.54%	44
2022 Q1	–	Sell	-9,271	Closed	-$1.31M	–	108
2021 Q4	$1.31M	Buy	9,271 +1,706	+23%	+$227K	0.53%	50
2021 Q3	$963K	Buy	7,565 +1,835	+32%	+$243K	0.44%	53
2021 Q2	$722K	Buy	5,730 +1,213	+27%	+$149K	0.35%	64
2021 Q1	$527K	Buy	+4,517	New	+$521K	0.3%	64

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

Financial & Tax Architects's XLV Position: Q2 2026 in Review

Financial & Tax Architects reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, selling an estimated $13.2K and leaving 8,342 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #64.

Financial & Tax Architects first reported a position in XLV in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.42M in Q2 2022. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Financial & Tax Architects held 8,342 shares of State Street Health Care Select Sector SPDR ETF worth $1.32M as of Q2 2026.
Financial & Tax Architects sold 89 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $13.2K.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Financial & Tax Architects's portfolio in Q2 2026, its #64 holding.
Financial & Tax Architects first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
Financial & Tax Architects's State Street Health Care Select Sector SPDR ETF position peaked at $1.42M in Q2 2022.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.