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

Rational 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	$755K	Buy	+4,758	New	+$708K	0.07%	106
2025 Q1	–	Sell	-6,312	Closed	-$868K	–	126
2024 Q4	$868K	Sell	6,312 -202	-3%	-$29.6K	0.08%	78
2024 Q3	$1M	Buy	+6,514	New	+$987K	0.1%	84
2022 Q4	–	Sell	-8,659	Closed	-$1.05M	–	254
2022 Q3	$1.05M	Sell	8,659 -5,656	-40%	-$729K	0.08%	73
2022 Q2	$1.84M	Buy	+14,315	New	+$1.88M	0.13%	53

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Rational Advisors's XLV Position: Q2 2026 in Review

Rational Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 4,758 shares worth $755K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Rational Advisors previously reported a position in XLV as recently as Q4 2024.

Rational Advisors first reported a position in XLV in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.84M in Q2 2022. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Rational Advisors held 4,758 shares of State Street Health Care Select Sector SPDR ETF worth $755K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Rational Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Rational Advisors's portfolio in Q2 2026, its #106 holding.
Rational Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 5 quarters since.
Rational Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.84M in Q2 2022.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.