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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$890K Buy
5,611
+71
+1% +$10.6K 0.25% 34
2026
Q1
$818K Buy
5,540
+8
+0.1% +$1.23K 0.29% 31
2025
Q4
$856K Buy
5,532
+2,210
+67% +$331K 0.31% 29
2025
Q3
$462K Buy
3,322
+567
+21% +$76.7K 0.17% 53
2025
Q2
$371K Buy
2,755
+239
+9% +$32.3K 0.15% 60
2025
Q1
$367K Buy
2,516
+230
+10% +$33.4K 0.16% 59
2024
Q4
$315K Buy
2,286
+723
+46% +$106K 0.15% 63
2024
Q3
$241K Sell
1,563
-18
-1% -$2.73K 0.12% 78
2024
Q2
$230K Buy
1,581
+1,319
+503% +$189K 0.12% 80
2024
Q1
$38.7K Buy
+262
New +$37.6K 0.02% 288

Other funds holding XLV

Rise Advisors's XLV Position: Q2 2026 in Review

Rise Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 5,611 shares worth $890K. The position accounts for 0.25% of the portfolio, ranked #34.

Rise Advisors first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Rise Advisors held 5,611 shares of State Street Health Care Select Sector SPDR ETF worth $890K as of Q2 2026.
  • Rise Advisors bought 71 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.25% of Rise Advisors's portfolio in Q2 2026, its #34 holding.
  • Rise Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.