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

Rice Partnership’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	$12.9K	Hold	81	–	–	﹤0.01%	162
2026 Q1	$11.9K	Hold	81	–	–	﹤0.01%	166
2025 Q4	$12.5K	Hold	81	–	–	﹤0.01%	164
2025 Q3	$11.3K	Sell	81 -315	-80%	-$42.6K	﹤0.01%	171
2025 Q2	$53.4K	Buy	396 +81	+26%	+$10.9K	0.01%	137
2025 Q1	$46K	Hold	315	–	–	0.01%	122
2024 Q4	$43.3K	Hold	315	–	–	0.01%	136
2024 Q3	$48.5K	Hold	315	–	–	0.01%	132
2024 Q2	$45.9K	Hold	315	–	–	0.01%	124
2024 Q1	$46.5K	Buy	+315	New	+$45.2K	0.01%	114
2023 Q4	–	Sell	-253	Closed	-$32.6K	–	140
2023 Q3	$32.6K	Hold	253	–	–	0.01%	114
2023 Q2	$33.6K	Hold	253	–	–	0.01%	123
2023 Q1	$32.8K	Sell	253 -121	-32%	-$15.8K	0.01%	110
2022 Q4	$50.8K	Hold	374	–	–	0.02%	97
2022 Q3	$45K	Hold	374	–	–	0.01%	105
2022 Q2	$48K	Hold	374	–	–	0.02%	102
2022 Q1	$51K	Sell	374 -31	-8%	-$4.1K	0.01%	115
2021 Q4	$57K	Buy	405 +31	+8%	+$4.12K	0.02%	113
2021 Q3	$48K	Sell	374 -238	-39%	-$31.5K	0.02%	112
2021 Q2	$77K	Hold	612	–	–	0.02%	103
2021 Q1	$71K	Hold	612	–	–	0.03%	96
2020 Q4	$69K	Hold	612	–	–	0.03%	97
2020 Q3	$65K	Hold	612	–	–	0.03%	79
2020 Q2	$61K	Buy	612 +112	+22%	+$11.1K	0.03%	71
2020 Q1	$44K	Buy	500 +238	+91%	+$23.1K	0.03%	77
2019 Q4	$27K	Buy	+262	New	+$25.2K	0.01%	89
2019 Q3	–	Sell	-262	Closed	-$24K	–	124
2019 Q2	$24K	Buy	+262	New	+$23.6K	0.02%	90

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

Rice Partnership's XLV Position: Q2 2026 in Review

Rice Partnership held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 81 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Rice Partnership first reported a position in XLV in Q2 2019 and has held it in 27 quarters since. The position peaked at $77K in Q2 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Rice Partnership held 81 shares of State Street Health Care Select Sector SPDR ETF worth $12.9K as of Q2 2026.
Rice Partnership 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 ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #162 holding.
Rice Partnership first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 27 quarters since.
Rice Partnership's State Street Health Care Select Sector SPDR ETF position peaked at $77K in Q2 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.