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

LBMC Investment 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	$902K	Hold	5,687	–	–	0.05%	119
2026 Q1	$834K	Hold	5,687	–	–	0.05%	117
2025 Q4	$880K	Sell	5,687 -5,935	-51%	-$889K	0.05%	112
2025 Q3	$1.62M	Buy	11,622 +3,500	+43%	+$474K	0.1%	78
2025 Q2	$1.09M	Hold	8,122	–	–	0.08%	88
2025 Q1	$1.19M	Hold	8,122	–	–	0.09%	78
2024 Q4	$1.12M	Hold	8,122	–	–	0.09%	75
2024 Q3	$1.25M	Hold	8,122	–	–	0.1%	69
2024 Q2	$1.18M	Hold	8,122	–	–	0.1%	68
2024 Q1	$1.2M	Hold	8,122	–	–	0.1%	66
2023 Q4	$1.11M	Sell	8,122 -5,866	-42%	-$763K	0.11%	55
2023 Q3	$1.78M	Hold	13,988	–	–	0.19%	43
2023 Q2	$1.86M	Sell	13,988 -67	-0.5%	-$8.83K	0.18%	42
2023 Q1	$1.82M	Buy	14,055 +39	+0.3%	+$5.09K	0.18%	41
2022 Q4	$1.9M	Sell	14,016 -679	-5%	-$90K	0.2%	36
2022 Q3	$1.78M	Buy	14,695 +6	+0%	+$773	0.2%	36
2022 Q2	$1.88M	Sell	14,689 -280	-2%	-$36.7K	0.2%	36
2022 Q1	$2.05M	Buy	14,969 +5	+0%	+$662	0.18%	38
2021 Q4	$2.11M	Sell	14,964 -3,495	-19%	-$464K	0.18%	40
2021 Q3	$1.9M	Buy	18,459 +2,532	+16%	+$335K	0.18%	41
2021 Q2	$2.01M	Buy	15,927 +13,788	+645%	+$1.69M	0.19%	42
2021 Q1	$250K	Buy	2,139 +5	+0.2%	+$577	0.03%	116
2020 Q4	$242K	Buy	2,134 +6	+0.3%	+$655	0.03%	112
2020 Q3	$224K	Buy	2,128 +5	+0.2%	+$526	0.03%	106
2020 Q2	$212K	Buy	+2,123	New	+$210K	0.03%	96
2020 Q1	–	Sell	-2,111	Closed	-$215K	–	107
2019 Q4	$215K	Buy	+2,111	New	+$203K	0.03%	99

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

LBMC Investment Advisors's XLV Position: Q2 2026 in Review

LBMC Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 5,687 shares worth $902K. The position accounts for 0.05% of the portfolio, ranked #119.

LBMC Investment Advisors first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.11M in Q4 2021. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

LBMC Investment Advisors held 5,687 shares of State Street Health Care Select Sector SPDR ETF worth $902K as of Q2 2026.
LBMC Investment Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.05% of LBMC Investment Advisors's portfolio in Q2 2026, its #119 holding.
LBMC Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
LBMC Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.11M in Q4 2021.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.