Matthew Hamilton Rosenberg’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Matthew Hamilton Rosenberg’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	$26.2K	Sell	165 -112	-40%	-$16.7K	﹤0.01%	521
2026 Q1	$40.6K	Hold	277	–	–	0.01%	450
2025 Q4	$42.9K	Hold	277	–	–	0.01%	447
2025 Q3	$38.5K	Hold	277	–	–	0.01%	458
2025 Q2	$37.3K	Hold	277	–	–	0.01%	484
2025 Q1	$40.4K	Hold	277	–	–	0.01%	457
2024 Q4	$38.1K	Buy	277 +165	+147%	+$24.1K	0.01%	460
2024 Q3	$17.3K	Hold	112	–	–	﹤0.01%	561
2024 Q2	$16.2K	Hold	112	–	–	﹤0.01%	545
2024 Q1	$16.4K	Hold	112	–	–	﹤0.01%	563
2023 Q4	$15.3K	Hold	112	–	–	﹤0.01%	564
2023 Q3	$14.4K	Sell	112 -62	-36%	-$8.23K	﹤0.01%	572
2023 Q2	$23.1K	Hold	174	–	–	0.01%	526
2023 Q1	$22.5K	Hold	174	–	–	0.01%	572
2022 Q4	$23.6K	Hold	174	–	–	0.01%	560
2022 Q3	$21K	Buy	174 +160	+1,143%	+$20.6K	0.01%	562
2022 Q2	$2K	Sell	14 -177	-93%	-$23.2K	﹤0.01%	760
2022 Q1	$26K	Buy	191 +177	+1,264%	+$23.4K	0.01%	533
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	700
2021 Q3	$2K	Buy	+14	New	+$1.85K	﹤0.01%	670

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

Matthew Hamilton Rosenberg's XLV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 40% in Q2 2026, selling an estimated $16.7K and leaving 165 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Matthew Hamilton Rosenberg first reported a position in XLV in Q3 2021 and has held it in 20 quarters since. The position peaked at $42.9K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Matthew Hamilton Rosenberg held 165 shares of State Street Health Care Select Sector SPDR ETF worth $26.2K as of Q2 2026.
Matthew Hamilton Rosenberg sold 112 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.7K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #521 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's State Street Health Care Select Sector SPDR ETF position peaked at $42.9K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.