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

Panoramic Investment 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	$321K	Buy	2,025 +100	+5%	+$14.9K	0.15%	104
2026 Q1	$282K	Buy	1,925 +125	+7%	+$19.3K	0.15%	105
2025 Q4	$279K	Sell	1,800 -225	-11%	-$33.7K	0.15%	100
2025 Q3	$282K	Hold	2,025	–	–	0.16%	98
2025 Q2	$273K	Sell	2,025 -25	-1%	-$3.38K	0.17%	97
2025 Q1	$299K	Hold	2,050	–	–	0.2%	85
2024 Q4	$282K	Sell	2,050 -2,900	-59%	-$424K	0.18%	95
2024 Q3	$762K	Buy	+4,950	New	+$750K	0.53%	45
2024 Q1	$731K	Hold	4,950	–	–	0.54%	46
2023 Q4	$675K	Hold	4,950	–	–	0.58%	47
2023 Q3	$637K	Buy	+4,950	New	+$657K	0.59%	45
2022 Q4	$530K	Buy	+3,900	New	+$517K	0.54%	47

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

Panoramic Investment Advisors's XLV Position: Q2 2026 in Review

Panoramic Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,025 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #104.

Panoramic Investment Advisors first reported a position in XLV in Q4 2022 and has held it in 12 quarters since. The position peaked at $762K in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Panoramic Investment Advisors held 2,025 shares of State Street Health Care Select Sector SPDR ETF worth $321K as of Q2 2026.
Panoramic Investment Advisors bought 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #104 holding.
Panoramic Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $762K in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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