GRP
XLV icon

Global Retirement Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Global Retirement Partners’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 		$3.5M Buy
+22,074
New +$3.28M 0.05% 328
2025
Q4 		$3.57M Buy
23,040
+2,046
+10% +$306K 0.06% 283
2025
Q3 		$2.92M Sell
20,994
-3,771
-15% -$510K 0.07% 271
2025
Q2 		$3.34M Buy
+24,765
New +$3.34M 0.08% 218
2024
Q4 		$3.94M Buy
28,645
+370
+1% +$54.1K 0.11% 180
2024
Q3 		$4.35M Sell
28,275
-379
-1% -$57.4K 0.13% 156
2024
Q2 		$4.18M Sell
28,654
-6,946
-20% -$996K 0.13% 156
2024
Q1 		$5.26M Buy
35,600
+1,615
+5% +$232K 0.2% 114
2023
Q4 		$4.75M Buy
33,985
+1,468
+5% +$191K 0.2% 107
2023
Q3 		$4.16M Buy
32,517
+1,743
+6% +$231K 0.21% 103
2023
Q2 		$4.08M Sell
30,774
-1,459
-5% -$192K 0.2% 111
2023
Q1 		$4.3M Sell
32,233
-11,595
-26% -$1.51M 0.23% 96
2022
Q4 		$5.95M Buy
43,828
+2,801
+7% +$371K 0.41% 45
2022
Q3 		$5.45M Buy
41,027
+5,280
+15% +$680K 0.41% 47
2022
Q2 		$4.58M Buy
35,747
+1,351
+4% +$177K 0.37% 57
2022
Q1 		$4.52M Buy
+34,396
New +$4.55M 0.36% 62
2021
Q4 		– Sell
-10,686
Closed -$1.36M – 1846
2021
Q3 		$1.36M Buy
10,686
+1,230
+13% +$163K 0.13% 157
2021
Q2 		$1.19M Sell
9,456
-2,983
-24% -$366K 0.12% 168
2021
Q1 		$1.45M Sell
12,439
-2,102
-14% -$243K 0.17% 129
2020
Q4 		$1.65M Buy
14,541
+342
+2% +$37.3K 0.21% 98
2020
Q3 		$1.5M Buy
14,199
+1,530
+12% +$161K 0.22% 97
2020
Q2 		$1.27M Sell
12,669
-5,457
-30% -$539K 0.2% 110
2020
Q1 		$1.61M Buy
18,126
+3,579
+25% +$348K 0.3% 69
2019
Q4 		$1.48M Sell
14,547
-581
-4% -$55.9K 0.23% 92
2019
Q3 		$1.36M Sell
15,128
-31
-0.2% -$2.83K 0.22% 103
2019
Q2 		$1.4M Buy
15,159
+4,802
+46% +$432K 0.27% 73
2019
Q1 		$950K Buy
10,357
+2,407
+30% +$217K 0.23% 83
2018
Q4 		$688K Sell
7,950
-1,443
-15% -$131K 0.18% 113
2018
Q3 		$894K Buy
9,393
+3,965
+73% +$358K 0.2% 104
2018
Q2 		$453K Buy
5,428
+966
+22% +$80.1K 0.11% 176
2018
Q1 		$363K Sell
4,462
-2,546
-36% -$217K 0.1% 198
2017
Q4 		$579K Sell
7,008
-464
-6% -$38.3K 0.16% 130
2017
Q3 		$611K Buy
7,472
+149
+2% +$12K 0.25% 95
2017
Q2 		$580K Buy
7,323
+388
+6% +$29.6K 0.27% 85
2017
Q1 		$516K Buy
6,935
+330
+5% +$24.1K 0.29% 82
2016
Q4 		$455K Buy
+6,605
New +$459K 0.31% 75

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Global Retirement Partners's XLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 22,074 shares worth $3.5M. The stake represents 0.05% of the portfolio and ranks #328 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XLV as recently as Q4 2025.

Global Retirement Partners first reported a position in XLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $5.95M in Q4 2022. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Global Retirement Partners held 22,074 shares of State Street Health Care Select Sector SPDR ETF worth $3.5M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #328 holding.
  • Global Retirement Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's State Street Health Care Select Sector SPDR ETF position peaked at $5.95M in Q4 2022.
  • 1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.