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

LM 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	$3.56M	Buy	22,350 +18,794	+529%	+$2.8M	0.41%	48
2026 Q1	$24.3K	Sell	3,556 -375	-10%	-$57.8K	0.38%	59
2025 Q4	$25.4K	Sell	3,931 -21,074	-84%	-$3.16M	0.46%	55
2025 Q3	$3.48M	Buy	25,005 +330	+1%	+$44.7K	0.5%	42
2025 Q2	$3.33M	Sell	24,675 -1,992	-7%	-$269K	0.43%	39
2025 Q1	$3.89M	Sell	26,667 -1,233	-4%	-$179K	0.7%	27
2024 Q4	$3.84M	Buy	27,900 +689	+3%	+$101K	0.69%	29
2024 Q3	$4.19M	Sell	27,211 -1,459	-5%	-$221K	0.85%	25
2024 Q2	$4.18M	Sell	28,670 -1,275	-4%	-$183K	0.74%	26
2024 Q1	$4.42M	Buy	29,945 +1,383	+5%	+$198K	0.7%	27
2023 Q4	$3.9M	Buy	+28,562	New	+$3.72M	0.78%	24

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

LM Advisors's XLV Position: Q2 2026 in Review

LM Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 529% in Q2 2026, buying an estimated $2.8M and bringing the position to 22,350 shares worth $3.56M. The position accounts for 0.41% of the portfolio, ranked #48.

LM Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q1 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

LM Advisors held 22,350 shares of State Street Health Care Select Sector SPDR ETF worth $3.56M as of Q2 2026.
LM Advisors bought 18,794 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.8M.
State Street Health Care Select Sector SPDR ETF made up 0.41% of LM Advisors's portfolio in Q2 2026, its #48 holding.
LM Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.42M in Q1 2024.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.