Regatta Research & Money Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Regatta Research & Money Management’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	$42K	Buy	+266	New	+$39.6K	0.04%	285

Other funds holding XLV

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Regatta Research & Money Management's XLV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 266 shares worth $42K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

1,529 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Regatta Research & Money Management held 266 shares of State Street Health Care Select Sector SPDR ETF worth $42K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Regatta Research & Money Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #285 holding.
1,529 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.