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Joseph P. Lucia & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Joseph P. Lucia & Associates’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 		$3.24M Sell
20,408
-127
-0.6% -$18.9K 0.97% 27
2026
Q1 		$3.01M Buy
20,535
+599
+3% +$92.4K 1.08% 25
2025
Q4 		$3.09M Buy
19,936
+1,640
+9% +$246K 1.11% 25
2025
Q3 		$2.55M Sell
18,296
-685
-4% -$92.7K 0.96% 32
2025
Q2 		$2.56M Sell
18,981
-1,955
-9% -$264K 1.05% 29
2025
Q1 		$3.06M Sell
20,936
-146
-0.7% -$21.2K 1.4% 23
2024
Q4 		$2.9M Sell
21,082
-281
-1% -$41.1K 1.29% 24
2024
Q3 		$3.29M Buy
21,363
+146
+0.7% +$22.1K 1.52% 19
2024
Q2 		$3.09M Buy
21,217
+1,296
+7% +$186K 1.58% 19
2024
Q1 		$2.94M Buy
19,921
+9,036
+83% +$1.3M 1.58% 19
2023
Q4 		$1.48M Buy
10,885
+2,542
+30% +$331K 0.92% 35
2023
Q3 		$1.07M Buy
8,343
+2,309
+38% +$307K 0.75% 44
2023
Q2 		$801K Buy
6,034
+1,340
+29% +$177K 0.54% 53
2023
Q1 		$608K Sell
4,694
-28
-0.6% -$3.66K 0.42% 60
2022
Q4 		$641K Sell
4,722
-190
-4% -$25.2K 0.48% 54
2022
Q3 		$595K Buy
4,912
+187
+4% +$24.1K 0.47% 55
2022
Q2 		$606K Sell
4,725
-157
-3% -$20.6K 0.43% 55
2022
Q1 		$669K Buy
4,882
+19
+0.4% +$2.52K 0.41% 59
2021
Q4 		$685K Hold
4,863
– – 0.44% 60
2021
Q3 		$619K Buy
4,863
+37
+0.8% +$4.89K 0.37% 68
2021
Q2 		$608K Hold
4,826
– – 0.36% 71
2021
Q1 		$563K Buy
4,826
+262
+6% +$30.2K 0.25% 71
2020
Q4 		$518K Buy
4,564
+253
+6% +$27.6K 0.36% 66
2020
Q3 		$455K Sell
4,311
-36
-0.8% -$3.79K 0.42% 60
2020
Q2 		$435K Sell
4,347
-296
-6% -$29.2K 0.39% 63
2020
Q1 		$411K Sell
4,643
-69
-1% -$6.7K 0.46% 58
2019
Q4 		$480K Buy
4,712
+118
+3% +$11.3K 0.44% 60
2019
Q3 		$414K Buy
4,594
+23
+0.5% +$2.1K 0.43% 63
2019
Q2 		$423K Buy
4,571
+3,981
+675% +$358K 0.44% 62
2019
Q1 		$54.3K Buy
+590
New +$53.2K 0.09% 114

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

Joseph P. Lucia & Associates's XLV Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.62% in Q2 2026, selling an estimated $18.9K and leaving 20,408 shares worth $3.24M. The position accounts for 0.97% of the portfolio, ranked #27.

Joseph P. Lucia & Associates first reported a position in XLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.29M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Joseph P. Lucia & Associates held 20,408 shares of State Street Health Care Select Sector SPDR ETF worth $3.24M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 127 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.97% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #27 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $3.29M in Q3 2024.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.