Relyea Zuckerberg Hanson’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Relyea Zuckerberg Hanson’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	$2.23M	Buy	+14,070	New	+$2.09M	0.19%	75
2026 Q1	–	Sell	-15,142	Closed	-$2.34M	–	284
2025 Q4	$2.34M	Buy	15,142 +626	+4%	+$93.8K	0.24%	69
2025 Q3	$2.02M	Buy	14,516 +3,464	+31%	+$469K	0.21%	72
2025 Q2	$1.49M	Buy	+11,052	New	+$1.49M	0.17%	82
2025 Q1	–	Sell	-1,979	Closed	-$272K	–	263
2024 Q4	$272K	Hold	1,979	–	–	0.04%	221
2024 Q3	$305K	Sell	1,979 -646	-25%	-$97.9K	0.05%	195
2024 Q2	$383K	Hold	2,625	–	–	0.06%	152
2024 Q1	$388K	Sell	2,625 -252	-9%	-$36.2K	0.07%	147
2023 Q4	$392K	Hold	2,877	–	–	0.08%	136
2023 Q3	$370K	Sell	2,877 -3,137	-52%	-$416K	0.08%	127
2023 Q2	$798K	Hold	6,014	–	–	0.18%	79
2023 Q1	$779K	Hold	6,014	–	–	0.19%	73
2022 Q4	$817K	Hold	6,014	–	–	0.23%	64
2022 Q3	$728K	Hold	6,014	–	–	0.26%	59
2022 Q2	$771K	Buy	6,014 +3,126	+108%	+$410K	0.29%	54
2022 Q1	$402K	Hold	2,888	–	–	0.13%	107
2021 Q4	$374K	Hold	2,888	–	–	0.14%	111
2021 Q3	$368K	Buy	+2,888	New	+$382K	0.14%	103

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

Relyea Zuckerberg Hanson's XLV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 14,070 shares worth $2.23M. The stake represents 0.19% of the portfolio and ranks #75 among its holdings. This is a return to the name: Relyea Zuckerberg Hanson previously reported a position in XLV as recently as Q4 2025.

Relyea Zuckerberg Hanson first reported a position in XLV in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Relyea Zuckerberg Hanson held 14,070 shares of State Street Health Care Select Sector SPDR ETF worth $2.23M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Relyea Zuckerberg Hanson position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #75 holding.
Relyea Zuckerberg Hanson first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
Relyea Zuckerberg Hanson's State Street Health Care Select Sector SPDR ETF position peaked at $2.34M 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 Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.