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Retirement Capital Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Retirement Capital Strategies’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 		$209K Buy
+1,319
New +$196K 0.07% 68
2026
Q1 		– Sell
-1,355
Closed -$210K – 71
2025
Q4 		$210K Sell
1,355
-614
-31% -$92K 0.08% 68
2025
Q3 		$274K Hold
1,969
– – 0.11% 58
2025
Q2 		$265K Sell
1,969
-482
-20% -$65.1K 0.11% 59
2025
Q1 		$358K Hold
2,451
– – 0.14% 69
2024
Q4 		$337K Hold
2,451
– – 0.13% 67
2024
Q3 		$378K Hold
2,451
– – 0.15% 52
2024
Q2 		$357K Hold
2,451
– – 0.14% 55
2024
Q1 		$362K Sell
2,451
-3,677
-60% -$527K 0.15% 56
2023
Q4 		$836K Sell
6,128
-182
-3% -$23.7K 0.36% 38
2023
Q3 		$812K Buy
6,310
+3,576
+131% +$475K 0.38% 31
2023
Q2 		$363K Hold
2,734
– – 0.17% 52
2023
Q1 		$354K Hold
2,734
– – 0.17% 33
2022
Q4 		$371K Sell
2,734
-421
-13% -$55.8K 0.18% 30
2022
Q3 		$382K Sell
3,155
-220
-7% -$28.3K 0.17% 33
2022
Q2 		$433K Hold
3,375
– – 0.19% 44
2022
Q1 		$468K Hold
3,375
– – 0.19% 38
2021
Q4 		$476K Sell
3,375
-293
-8% -$38.9K 0.17% 49
2021
Q3 		$467K Buy
3,668
+294
+9% +$38.9K 0.18% 47
2021
Q2 		$425K Hold
3,374
– – 0.16% 62
2021
Q1 		$394K Sell
3,374
-10,058
-75% -$1.16M 0.16% 56
2020
Q4 		$1.52M Sell
13,432
-846
-6% -$92.3K 0.62% 32
2020
Q3 		$1.45M Sell
14,278
-1,154
-7% -$121K 0.67% 31
2020
Q2 		$1.54M Sell
15,432
-52,786
-77% -$5.21M 0.73% 22
2020
Q1 		$6.04M Buy
+68,218
New +$6.63M 3.3% 11

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Retirement Capital Strategies's XLV Position: Q2 2026 in Review

Retirement Capital Strategies opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,319 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #68 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in XLV as recently as Q4 2025.

Retirement Capital Strategies first reported a position in XLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.04M in Q1 2020. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Retirement Capital Strategies held 1,319 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Retirement Capital Strategies position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Retirement Capital Strategies's portfolio in Q2 2026, its #68 holding.
  • Retirement Capital Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • Retirement Capital Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $6.04M in Q1 2020.
  • 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.