Lloyd Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lloyd Advisory Services’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	$55.7K	Sell	351 -452	-56%	-$67.2K	0.02%	225
2026 Q1	$118K	Buy	803 +496	+162%	+$76.5K	0.03%	195
2025 Q4	$47.5K	Buy	+307	New	+$46K	0.02%	240
2022 Q2	–	Sell	-403	Closed	-$55K	–	580
2022 Q1	$55K	Buy	403 +181	+82%	+$24K	0.03%	217
2021 Q4	$31K	Hold	222	–	–	0.01%	259
2021 Q3	$28K	Hold	222	–	–	0.01%	221
2021 Q2	$28K	Buy	222 +40	+22%	+$4.9K	0.01%	219
2021 Q1	$21K	Hold	182	–	–	0.01%	215
2020 Q4	$21K	Hold	182	–	–	0.01%	174
2020 Q3	$19K	Buy	+182	New	+$19.2K	0.01%	161
2020 Q1	–	Sell	-7	Closed	-$1K	–	408
2019 Q4	$1K	Buy	+7	New	+$673	﹤0.01%	356

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

Lloyd Advisory Services's XLV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 56% in Q2 2026, selling an estimated $67.2K and leaving 351 shares worth $55.7K. The position accounts for 0.02% of the portfolio, ranked #225.

Lloyd Advisory Services first reported a position in XLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $118K in Q1 2026. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Lloyd Advisory Services held 351 shares of State Street Health Care Select Sector SPDR ETF worth $55.7K as of Q2 2026.
Lloyd Advisory Services sold 452 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $67.2K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #225 holding.
Lloyd Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $118K in Q1 2026.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.