PI
XLV icon

Pachira Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pachira Investments’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 		$12M Buy
75,669
+6,933
+10% +$1.03M 4.53% 8
2026
Q1 		$10.1M Buy
68,736
+6,239
+10% +$962K 4.71% 6
2025
Q4 		$9.67M Buy
62,497
+5,137
+9% +$769K 4.71% 5
2025
Q3 		$7.98M Buy
57,360
+998
+2% +$135K 4.49% 7
2025
Q2 		$7.6M Buy
56,362
+5,169
+10% +$698K 5.74% 7
2025
Q1 		$7.4M Buy
51,193
+4,605
+10% +$669K 5.2% 10
2024
Q4 		$6.39M Buy
46,588
+6,100
+15% +$893K 3.91% 11
2024
Q3 		$6.24M Buy
40,488
+4,035
+11% +$612K 4.8% 10
2024
Q2 		$5.31M Sell
36,453
-1,496
-4% -$215K 4.71% 10
2024
Q1 		$5.61M Buy
37,949
+4,822
+15% +$692K 4.58% 10
2023
Q4 		$4.52M Buy
33,127
+4,619
+16% +$601K 3.99% 10
2023
Q3 		$3.67M Buy
28,508
+4,233
+17% +$562K 4.12% 9
2023
Q2 		$3.22M Buy
+24,275
New +$3.2M 3.47% 9

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Pachira Investments's XLV Position: Q2 2026 in Review

Pachira Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $1.03M and bringing the position to 75,669 shares worth $12M. The position accounts for 4.53% of the portfolio, ranked #8.

Pachira Investments first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Pachira Investments held 75,669 shares of State Street Health Care Select Sector SPDR ETF worth $12M as of Q2 2026.
  • Pachira Investments bought 6,933 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.03M.
  • State Street Health Care Select Sector SPDR ETF made up 4.53% of Pachira Investments's portfolio in Q2 2026, its #8 holding.
  • Pachira Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.