Itau Unibanco Holding S.A.’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Itau Unibanco Holding S.A.’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	$32.1M	Buy	+202,434	New	+$30.1M	0.61%	41
2023 Q1	–	Sell	-441	Closed	-$60.1K	–	622
2022 Q4	$60.1K	Buy	441 +27	+7%	+$3.58K	﹤0.01%	334
2022 Q3	$50K	Buy	414 +164	+66%	+$21.1K	﹤0.01%	389
2022 Q2	$32K	Buy	250 +94	+60%	+$12.3K	﹤0.01%	362
2022 Q1	$21K	Buy	+156	New	+$20.7K	﹤0.01%	379
2020 Q2	–	Sell	-116,815	Closed	-$10.3M	–	447
2020 Q1	$10.3M	Buy	116,815 +114,784	+5,652%	+$11.2M	0.81%	26
2019 Q4	$207K	Buy	+2,031	New	+$195K	0.01%	228
2019 Q2	–	Sell	-20,000	Closed	-$1.71M	–	834
2019 Q1	$1.71M	Hold	20,000	–	–	0.08%	71
2018 Q4	$1.71M	Hold	20,000	–	–	0.08%	71
2018 Q3	$1.9M	Hold	20,000	–	–	0.11%	69
2018 Q2	$1.67M	Buy	20,000 +6,000	+43%	+$497K	0.18%	46
2018 Q1	$1.14M	Buy	+14,000	New	+$1.19M	0.01%	113
2017 Q3	–	Sell	-2,400	Closed	-$111K	–	723
2017 Q2	$111K	Sell	2,400 -84,000	-97%	-$6.4M	0.01%	225
2017 Q1	$6.42M	Buy	86,400 +41,100	+91%	+$3M	0.76%	26
2016 Q4	$3.12M	Sell	45,300 -5,120	-10%	-$355K	0.38%	43
2016 Q3	$3.64M	Buy	+50,420	New	+$3.71M	0.41%	38

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

Itau Unibanco Holding S.A.'s XLV Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 202,434 shares worth $32.1M. The stake represents 0.61% of the portfolio and ranks #41 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in XLV as recently as Q4 2022.

Itau Unibanco Holding S.A. first reported a position in XLV in Q3 2016 and has held it in 16 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Itau Unibanco Holding S.A. held 202,434 shares of State Street Health Care Select Sector SPDR ETF worth $32.1M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Itau Unibanco Holding S.A. position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.61% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #41 holding.
Itau Unibanco Holding S.A. first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2016 and has held it in 16 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 Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.