Joel Isaacson & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Joel Isaacson & Co’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	$445K	Buy	2,805 +121	+5%	+$18K	0.01%	316
2026 Q1	$394K	Buy	+2,684	New	+$414K	0.01%	318
2025 Q2	–	Sell	-1,416	Closed	-$207K	–	435
2025 Q1	$207K	Buy	+1,416	New	+$206K	0.01%	375
2024 Q4	–	Sell	-1,416	Closed	-$218K	–	389
2024 Q3	$218K	Buy	+1,416	New	+$215K	0.01%	342
2017 Q1	–	Sell	-233	Closed	-$16K	–	543
2016 Q4	$16K	Sell	233 -65	-22%	-$4.51K	﹤0.01%	453
2016 Q3	$21K	Buy	298 +65	+28%	+$4.78K	﹤0.01%	457
2016 Q2	$17K	Hold	233	–	–	﹤0.01%	488
2016 Q1	$16K	Hold	233	–	–	﹤0.01%	519
2015 Q4	$17K	Hold	233	–	–	﹤0.01%	491
2015 Q3	$15K	Buy	233 +194	+497%	+$14.2K	﹤0.01%	530
2015 Q2	$3K	Sell	39 -3,453	-99%	-$256K	﹤0.01%	692
2015 Q1	$253K	Buy	+3,492	New	+$249K	0.06%	139

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Isaacson & Co's XLV Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.5% in Q2 2026, buying an estimated $18K and bringing the position to 2,805 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #316.

Joel Isaacson & Co first reported a position in XLV in Q1 2015 and has held it in 12 quarters since. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Joel Isaacson & Co held 2,805 shares of State Street Health Care Select Sector SPDR ETF worth $445K as of Q2 2026.
Joel Isaacson & Co bought 121 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #316 holding.
Joel Isaacson & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 12 quarters since.
1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.