HI
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Harper Investing’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Harper Investing’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 		$899K Sell
5,668
-12
-0.2% -$1.78K 0.3% 58
2026
Q1 		$833K Buy
5,680
+100
+2% +$15.4K 0.36% 51
2025
Q4 		$864K Buy
5,580
+32
+0.6% +$4.79K 0.37% 45
2025
Q3 		$772K Sell
5,548
-222
-4% -$30K 0.37% 45
2025
Q2 		$778K Buy
+5,770
New +$779K 0.43% 41

Other funds holding XLV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Harper Investing's XLV Position: Q2 2026 in Review

Harper Investing reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.21% in Q2 2026, selling an estimated $1.78K and leaving 5,668 shares worth $899K. The position accounts for 0.3% of the portfolio, ranked #58.

Harper Investing first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Harper Investing held 5,668 shares of State Street Health Care Select Sector SPDR ETF worth $899K as of Q2 2026.
  • Harper Investing sold 12 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.78K.
  • State Street Health Care Select Sector SPDR ETF made up 0.3% of Harper Investing's portfolio in Q2 2026, its #58 holding.
  • Harper Investing first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 725 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.