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

REDW Wealth’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	$283K	Hold	1,781	–	–	0.1%	92
2026 Q1	$261K	Buy	1,781 +1	+0.1%	+$154	0.1%	92
2025 Q4	$276K	Hold	1,780	–	–	0.11%	90
2025 Q3	$248K	Hold	1,780	–	–	0.09%	100
2025 Q2	$240K	Hold	1,780	–	–	0.1%	96
2025 Q1	$260K	Sell	1,780 -170	-9%	-$24.7K	0.1%	89
2024 Q4	$268K	Sell	1,950 -921	-32%	-$135K	0.09%	88
2024 Q3	$442K	Hold	2,871	–	–	0.11%	96
2024 Q2	$418K	Sell	2,871 -962	-25%	-$138K	0.11%	102
2024 Q1	$566K	Buy	3,833 +1,421	+59%	+$204K	0.15%	78
2023 Q4	$329K	Buy	2,412 +417	+21%	+$54.2K	0.09%	107
2023 Q3	$257K	Hold	1,995	–	–	0.08%	115
2023 Q2	$265K	Sell	1,995 -1,250	-39%	-$165K	0.08%	120
2023 Q1	$420K	Buy	3,245 +275	+9%	+$35.9K	0.13%	89
2022 Q4	$403K	Buy	+2,970	New	+$394K	0.14%	88

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

REDW Wealth's XLV Position: Q2 2026 in Review

REDW Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,781 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #92.

REDW Wealth first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $566K in Q1 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

REDW Wealth held 1,781 shares of State Street Health Care Select Sector SPDR ETF worth $283K as of Q2 2026.
REDW Wealth left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.1% of REDW Wealth's portfolio in Q2 2026, its #92 holding.
REDW Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
REDW Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $566K in Q1 2024.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.