Luts & Greenleigh Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Luts & Greenleigh Group’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	$224K	Buy	+1,410	New	+$210K	0.17%	91
2023 Q4	$216K	Hold	1,581	–	–	0.27%	56
2023 Q3	$204K	Hold	1,581	–	–	0.25%	57
2023 Q2	$210K	Hold	1,581	–	–	0.26%	59
2023 Q1	$205K	Hold	1,581	–	–	0.26%	62
2022 Q4	$215K	Buy	+1,581	New	+$210K	0.27%	56

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 22.9% 1-Year Est. Return

HIIFS

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

Luts & Greenleigh Group's XLV Position: Q2 2026 in Review

Luts & Greenleigh Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,410 shares worth $224K. The stake represents 0.17% of the portfolio and ranks #91 among its holdings. This is a return to the name: Luts & Greenleigh Group previously reported a position in XLV as recently as Q4 2023.

Luts & Greenleigh Group first reported a position in XLV in Q4 2022 and has held it in 6 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Luts & Greenleigh Group held 1,410 shares of State Street Health Care Select Sector SPDR ETF worth $224K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Luts & Greenleigh Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.17% of Luts & Greenleigh Group's portfolio in Q2 2026, its #91 holding.
Luts & Greenleigh Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.