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

Polaris 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 		$418K Sell
2,635
-133
-5% -$19.8K 0.27% 54
2026
Q1 		$406K Hold
2,768
– – 0.3% 49
2025
Q4 		$429K Buy
+2,768
New +$415K 0.31% 45

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Polaris Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.8% in Q2 2026, selling an estimated $19.8K and leaving 2,635 shares worth $418K. The position accounts for 0.27% of the portfolio, ranked #54.

Polaris Investment Advisors first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $429K in Q4 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Polaris Investment Advisors held 2,635 shares of State Street Health Care Select Sector SPDR ETF worth $418K as of Q2 2026.
  • Polaris Investment Advisors sold 133 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.27% of Polaris Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Polaris Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $429K in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.