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

Rebalance’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	$367K	Sell	2,316 -189	-8%	-$28.1K	0.02%	86
2026 Q1	$367K	Buy	2,505 +9	+0.4%	+$1.39K	0.02%	84
2025 Q4	$386K	Buy	2,496 +10	+0.4%	+$1.5K	0.02%	85
2025 Q3	$346K	Buy	2,486 +10	+0.4%	+$1.35K	0.02%	85
2025 Q2	$334K	Buy	2,476 +11	+0.4%	+$1.49K	0.02%	82
2025 Q1	$360K	Buy	2,465 +208	+9%	+$30.2K	0.03%	77
2024 Q4	$311K	Buy	2,257 +10	+0.4%	+$1.46K	0.02%	88
2024 Q3	$346K	Buy	2,247 +8	+0.4%	+$1.21K	0.03%	78
2024 Q2	$326K	Buy	2,239 +9	+0.4%	+$1.29K	0.03%	74
2024 Q1	$329K	Buy	2,230 +8	+0.4%	+$1.15K	0.03%	76
2023 Q4	$303K	Buy	+2,222	New	+$289K	0.03%	75

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

Rebalance's XLV Position: Q2 2026 in Review

Rebalance reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.5% in Q2 2026, selling an estimated $28.1K and leaving 2,316 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #86.

Rebalance first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $386K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Rebalance held 2,316 shares of State Street Health Care Select Sector SPDR ETF worth $367K as of Q2 2026.
Rebalance sold 189 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $28.1K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Rebalance's portfolio in Q2 2026, its #86 holding.
Rebalance first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Rebalance's State Street Health Care Select Sector SPDR ETF position peaked at $386K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.