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

Narus Financial Partners’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	$2.14M	Buy	13,498 +842	+7%	+$125K	0.55%	34
2026 Q1	$1.86M	Buy	12,656 +154	+1%	+$23.8K	0.49%	37
2025 Q4	$1.94M	Buy	12,502 +2	+0%	+$300	0.53%	37
2025 Q3	$1.74M	Buy	12,500 +750	+6%	+$101K	0.48%	42
2025 Q2	$1.58M	Buy	11,750 +4,931	+72%	+$666K	0.49%	41
2025 Q1	$996K	Sell	6,819 -764	-10%	-$111K	0.34%	49
2024 Q4	$1.04M	Sell	7,583 -424	-5%	-$62K	0.35%	48
2024 Q3	$1.23M	Buy	8,007 +353	+5%	+$53.5K	0.44%	44
2024 Q2	$1.12M	Sell	7,654 -226	-3%	-$32.4K	0.45%	49
2024 Q1	$1.16M	Sell	7,880 -161	-2%	-$23.1K	0.5%	43
2023 Q4	$1.1M	Sell	8,041 -1,973	-20%	-$257K	0.53%	41
2023 Q3	$1.29M	Sell	10,014 -288	-3%	-$38.2K	0.66%	27
2023 Q2	$1.37M	Buy	10,302 +334	+3%	+$44K	0.71%	27
2023 Q1	$1.29M	Buy	9,968 +125	+1%	+$16.3K	0.7%	28
2022 Q4	$1.34M	Sell	9,843 -88	-0.9%	-$11.7K	0.77%	27
2022 Q3	$1.2M	Sell	9,931 -375	-4%	-$48.3K	0.76%	24
2022 Q2	$1.32M	Sell	10,306 -816	-7%	-$107K	0.84%	22
2022 Q1	$1.52M	Buy	+11,122	New	+$1.47M	0.85%	18
2021 Q1	$827K	Buy	+7,082	New	+$817K	0.49%	27
2019 Q4	$753K	Buy	7,388 +271	+4%	+$26.1K	0.53%	19
2019 Q3	$641K	Buy	7,117 +1	+0%	+$91	0.47%	19
2019 Q2	$659K	Buy	+7,116	New	+$640K	0.51%	18
2017 Q3	$412K	Buy	5,036 +919	+22%	+$73.8K	0.36%	41
2017 Q2	$326K	Buy	4,117 +234	+6%	+$17.8K	0.3%	45
2017 Q1	$289K	Buy	3,883 +485	+14%	+$35.4K	0.28%	51
2016 Q4	$234K	Buy	+3,398	New	+$236K	0.25%	62

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

Narus Financial Partners's XLV Position: Q2 2026 in Review

Narus Financial Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.7% in Q2 2026, buying an estimated $125K and bringing the position to 13,498 shares worth $2.14M. The position accounts for 0.55% of the portfolio, ranked #34.

Narus Financial Partners first reported a position in XLV in Q4 2016 and has held it in 26 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Narus Financial Partners held 13,498 shares of State Street Health Care Select Sector SPDR ETF worth $2.14M as of Q2 2026.
Narus Financial Partners bought 842 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $125K.
State Street Health Care Select Sector SPDR ETF made up 0.55% of Narus Financial Partners's portfolio in Q2 2026, its #34 holding.
Narus Financial Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 26 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.