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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ranch Capital Advisors's XLV Position: Q1 2026 in Review

Ranch Capital Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q1 2026, buying an estimated $221K and bringing the position to 6,858 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #70.

Ranch Capital Advisors first reported a position in XLV in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.74M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Ranch Capital Advisors held 6,858 shares of State Street Health Care Select Sector SPDR ETF worth $1.01M as of Q1 2026.
Ranch Capital Advisors bought 1,431 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $221K.
State Street Health Care Select Sector SPDR ETF made up 0.36% of Ranch Capital Advisors's portfolio in Q1 2026, its #70 holding.
Ranch Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
Ranch Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.74M in Q3 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.