Helium Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Helium Advisors’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	$1.98M	Sell	12,497 -37	-0.3%	-$5.5K	1.65%	17
2026 Q1	$1.84M	Sell	12,534 -1,713	-12%	-$264K	1.75%	13
2025 Q4	$2.21M	Sell	14,247 -3,117	-18%	-$467K	2.23%	11
2025 Q3	$2.42M	Sell	17,364 -4,944	-22%	-$669K	2.02%	13
2025 Q2	$3.01M	Buy	22,308 +17,292	+345%	+$2.34M	1.9%	12
2025 Q1	$732K	Buy	5,016 +1,183	+31%	+$172K	0.53%	34
2024 Q4	$527K	Buy	+3,833	New	+$561K	0.42%	46

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

Helium Advisors's XLV Position: Q2 2026 in Review

Helium Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.3% in Q2 2026, selling an estimated $5.5K and leaving 12,497 shares worth $1.98M. The position accounts for 1.65% of the portfolio, ranked #17.

Helium Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q2 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Helium Advisors held 12,497 shares of State Street Health Care Select Sector SPDR ETF worth $1.98M as of Q2 2026.
Helium Advisors sold 37 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.5K.
State Street Health Care Select Sector SPDR ETF made up 1.65% of Helium Advisors's portfolio in Q2 2026, its #17 holding.
Helium Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.01M in Q2 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.