Risk Paradigm Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Risk Paradigm Group’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	$3.27M	Buy	20,629 +3,312	+19%	+$493K	2.57%	11
2026 Q1	$2.54M	Sell	17,317 -1,658	-9%	-$256K	2.17%	22
2025 Q4	$2.94M	Buy	+18,975	New	+$2.84M	2.83%	10
2018 Q4	$533K	Buy	6,160 +337	+6%	+$30.5K	1.3%	26
2018 Q3	$554K	Hold	5,823	–	–	1.1%	32
2018 Q2	$486K	Buy	5,823 +1,072	+23%	+$88.8K	0.94%	36
2018 Q1	$387K	Hold	4,751	–	–	0.49%	64
2017 Q4	$393K	Sell	4,751 -106	-2%	-$8.74K	0.42%	71
2017 Q3	$397K	Buy	4,857 +1,123	+30%	+$90.2K	0.48%	66
2017 Q2	$296K	Sell	3,734 -2,870	-43%	-$219K	0.35%	77
2017 Q1	$491K	Buy	+6,604	New	+$481K	0.56%	55
2016 Q4	–	Sell	-8,860	Closed	-$639K	–	273
2016 Q3	$639K	Sell	8,860 -2,831	-24%	-$208K	0.48%	55
2016 Q2	$838K	Buy	+11,691	New	+$824K	1.14%	36
2016 Q1	–	Sell	-225	Closed	-$16.2K	–	253
2015 Q4	$16.2K	Sell	225 -178	-44%	-$12.6K	0.02%	188
2015 Q3	$26.7K	Sell	403 -3,501	-90%	-$256K	0.06%	130
2015 Q2	$290K	Buy	3,904 +1,499	+62%	+$111K	0.28%	66
2015 Q1	$174K	Buy	+2,405	New	+$172K	0.17%	77

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

Risk Paradigm Group's XLV Position: Q2 2026 in Review

Risk Paradigm Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, buying an estimated $493K and bringing the position to 20,629 shares worth $3.27M. The position accounts for 2.57% of the portfolio, ranked #11.

Risk Paradigm Group first reported a position in XLV in Q1 2015 and has held it in 17 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Risk Paradigm Group held 20,629 shares of State Street Health Care Select Sector SPDR ETF worth $3.27M as of Q2 2026.
Risk Paradigm Group bought 3,312 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $493K.
State Street Health Care Select Sector SPDR ETF made up 2.57% of Risk Paradigm Group's portfolio in Q2 2026, its #11 holding.
Risk Paradigm Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 17 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.