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

Ranch Capital 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	–	Sell	-6,858	Closed	-$1.01M	–	162
2026 Q1	$1.01M	Buy	6,858 +1,431	+26%	+$221K	0.36%	70
2025 Q4	$840K	Buy	5,427 +17	+0.3%	+$2.55K	0.31%	77
2025 Q3	$753K	Buy	5,410 +23	+0.4%	+$3.11K	0.29%	78
2025 Q2	$726K	Sell	5,387 -6,468	-55%	-$873K	0.31%	74
2025 Q1	$1.73M	Sell	11,855 -71	-0.6%	-$10.3K	0.82%	44
2024 Q4	$1.64M	Buy	11,926 +623	+6%	+$91.2K	0.78%	45
2024 Q3	$1.74M	Buy	11,303 +1,886	+20%	+$286K	0.82%	38
2024 Q2	$1.37M	Buy	9,417 +61	+0.7%	+$8.75K	0.72%	42
2024 Q1	$1.38M	Buy	9,356 +482	+5%	+$69.1K	0.75%	40
2023 Q4	$1.21M	Buy	8,874 +4,974	+128%	+$647K	0.75%	43
2023 Q3	$502K	Sell	3,900 -7	-0.2%	-$929	0.35%	81
2023 Q2	$519K	Buy	3,907 +348	+10%	+$45.9K	0.37%	81
2023 Q1	$461K	Buy	3,559 +1,349	+61%	+$176K	0.34%	88
2022 Q4	$300K	Buy	2,210 +12	+0.5%	+$1.59K	0.24%	114
2022 Q3	$266K	Buy	2,198 +99	+5%	+$12.8K	0.22%	122
2022 Q2	$269K	Sell	2,099 -16	-0.8%	-$2.1K	0.21%	120
2022 Q1	$290K	Buy	+2,115	New	+$280K	0.19%	123
2020 Q3	–	Sell	-83	Closed	-$8K	–	948
2020 Q2	$8K	Buy	83 +1	+1%	+$99	0.01%	698
2020 Q1	$7K	Sell	82 -126	-61%	-$12.2K	0.01%	670
2019 Q4	$21K	Buy	+208	New	+$20K	0.02%	499

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

Ranch Capital Advisors's XLV Position: Q2 2026 in Review

Ranch Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 6,858 shares — an estimated $1.01M sold.

Ranch Capital Advisors first reported a position in XLV in Q4 2019 and held it in 20 quarters. The position peaked at $1.74M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ranch Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Ranch Capital Advisors sold 6,858 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
Ranch Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 20 quarters.
Ranch Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.74M 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 Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.