Purpose Unlimited Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Purpose Unlimited Inc’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	$100K	Buy	630 +591	+1,515%	+$87.9K	﹤0.01%	293
2026 Q1	$5.72K	Sell	39 -1,455	-97%	-$224K	﹤0.01%	434
2025 Q4	$231K	Buy	+1,494	New	+$224K	0.01%	177

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Purpose Unlimited Inc's XLV Position: Q2 2026 in Review

Purpose Unlimited Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1,515% in Q2 2026, buying an estimated $87.9K and bringing the position to 630 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Purpose Unlimited Inc first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Purpose Unlimited Inc held 630 shares of State Street Health Care Select Sector SPDR ETF worth $100K as of Q2 2026.
Purpose Unlimited Inc bought 591 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $87.9K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #293 holding.
Purpose Unlimited Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Purpose Unlimited Inc's State Street Health Care Select Sector SPDR ETF position peaked at $231K in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.