Operose Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Operose Advisors’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	$28.2K	Hold	178	–	–	0.01%	359
2026 Q1	$26.1K	Sell	178 -90	-34%	-$13.9K	0.01%	338
2025 Q4	$41.5K	Buy	268 +90	+51%	+$13.5K	0.01%	294
2025 Q3	$24.8K	Hold	178	–	–	0.01%	310
2025 Q2	$24K	Hold	178	–	–	0.01%	284
2025 Q1	$26K	Hold	178	–	–	0.01%	262
2024 Q4	$24.5K	Hold	178	–	–	0.01%	258
2024 Q3	$27.4K	Hold	178	–	–	0.01%	359
2024 Q2	$25.9K	Hold	178	–	–	0.01%	319
2024 Q1	$26.3K	Hold	178	–	–	0.01%	341
2023 Q4	$24.3K	Hold	178	–	–	0.01%	327
2023 Q3	$22.9K	Hold	178	–	–	0.01%	458
2023 Q2	$23.6K	Hold	178	–	–	0.01%	218
2023 Q1	$23K	Hold	178	–	–	0.01%	214
2022 Q4	$24.2K	Hold	178	–	–	0.01%	207
2022 Q3	$22K	Hold	178	–	–	0.01%	215
2022 Q2	$23K	Hold	178	–	–	0.02%	193
2022 Q1	$24K	Hold	178	–	–	0.02%	198
2021 Q4	$25K	Buy	+178	New	+$23.6K	0.02%	188

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

Operose Advisors's XLV Position: Q2 2026 in Review

Operose Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 178 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #359.

Operose Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.5K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Operose Advisors held 178 shares of State Street Health Care Select Sector SPDR ETF worth $28.2K as of Q2 2026.
Operose Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #359 holding.
Operose Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $41.5K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.