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SACKS & ASSOCIATES, LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SACKS & ASSOCIATES, LLC’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 		– Sell
-1,386
Closed -$203K – 83
2026
Q1 		$203K Buy
1,386
+2
+0.1% +$309 0.15% 77
2025
Q4 		$214K Buy
+1,384
New +$207K 0.16% 76

Other funds holding XLV

Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's XLV Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,386 shares — an estimated $203K sold.

SACKS & ASSOCIATES, LLC first reported a position in XLV in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 1,135 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • SACKS & ASSOCIATES, LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • SACKS & ASSOCIATES, LLC sold 1,386 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
  • SACKS & ASSOCIATES, LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • SACKS & ASSOCIATES, LLC's State Street Health Care Select Sector SPDR ETF position peaked at $214K in Q4 2025.
  • 1,135 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.