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

Fourth Dimension 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	$5.22M	Buy	32,911 +794	+2%	+$118K	1.65%	15
2026 Q1	$4.71M	Buy	32,117 +396	+1%	+$61.1K	1.79%	16
2025 Q4	$4.91M	Buy	31,721 +598	+2%	+$89.6K	1.79%	15
2025 Q3	$4.33M	Buy	31,123 +2,103	+7%	+$285K	1.65%	15
2025 Q2	$3.91M	Buy	29,020 +2,715	+10%	+$367K	1.65%	17
2025 Q1	$3.84M	Sell	26,305 -84	-0.3%	-$12.2K	1.86%	16
2024 Q4	$3.65M	Buy	+26,389	New	+$3.86M	1.91%	13

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

Fourth Dimension Wealth's XLV Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, buying an estimated $118K and bringing the position to 32,911 shares worth $5.22M. The position accounts for 1.65% of the portfolio, ranked #15.

Fourth Dimension Wealth first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fourth Dimension Wealth held 32,911 shares of State Street Health Care Select Sector SPDR ETF worth $5.22M as of Q2 2026.
Fourth Dimension Wealth bought 794 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $118K.
State Street Health Care Select Sector SPDR ETF made up 1.65% of Fourth Dimension Wealth's portfolio in Q2 2026, its #15 holding.
Fourth Dimension Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.