LPL Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LPL Financial’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 Q1	–	Sell	-20,000	Closed	-$3.1M	–	6177
2025 Q4	$3.1M	Buy	+20,000	New	+$3M	﹤0.01%	2984

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

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial's XLV Position: Q2 2026 in Review

LPL Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q2 2026, selling an estimated $69.9M and leaving 5,862,907 shares worth $930M. The position accounts for 0.21% of the portfolio, ranked #101.

LPL Financial first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03B in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

LPL Financial held 5,862,907 shares of State Street Health Care Select Sector SPDR ETF worth $930M as of Q2 2026.
LPL Financial sold 470,185 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $69.9M.
State Street Health Care Select Sector SPDR ETF made up 0.21% of LPL Financial's portfolio in Q2 2026, its #101 holding.
LPL Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
LPL Financial's State Street Health Care Select Sector SPDR ETF position peaked at $1.03B in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.