Ritholtz Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ritholtz Wealth Management’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	$1.46M	Buy	9,193 +4,666	+103%	+$694K	0.02%	515
2026 Q1	$664K	Buy	4,527 +798	+21%	+$123K	0.01%	686
2025 Q4	$577K	Buy	3,729 +350	+10%	+$52.4K	0.01%	669
2025 Q3	$470K	Sell	3,379 -821	-20%	-$111K	0.01%	700
2025 Q2	$566K	Buy	4,200 +1,153	+38%	+$156K	0.01%	603
2025 Q1	$445K	Buy	3,047 +79	+3%	+$11.5K	0.01%	628
2024 Q4	$408K	Buy	2,968 +1	+0%	+$146	0.01%	616
2024 Q3	$457K	Sell	2,967 -471	-14%	-$71.4K	0.01%	586
2024 Q2	$501K	Buy	3,438 +31	+0.9%	+$4.45K	0.02%	525
2024 Q1	$503K	Sell	3,407 -114	-3%	-$16.4K	0.02%	526
2023 Q4	$480K	Sell	3,521 -234	-6%	-$30.4K	0.02%	497
2023 Q3	$483K	Sell	3,755 -14	-0.4%	-$1.86K	0.02%	465
2023 Q2	$500K	Hold	3,769	–	–	0.02%	435
2023 Q1	$488K	Sell	3,769 -160	-4%	-$20.9K	0.02%	408
2022 Q4	$534K	Sell	3,929 -1,448	-27%	-$192K	0.03%	353
2022 Q3	$651K	Buy	5,377 +3,254	+153%	+$419K	0.03%	331
2022 Q2	$272K	Hold	2,123	–	–	0.02%	432
2022 Q1	$291K	Sell	2,123 -226	-10%	-$29.9K	0.02%	425
2021 Q4	$331K	Buy	+2,349	New	+$312K	0.02%	391

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

Ritholtz Wealth Management's XLV Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 103% in Q2 2026, buying an estimated $694K and bringing the position to 9,193 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #515.

Ritholtz Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ritholtz Wealth Management held 9,193 shares of State Street Health Care Select Sector SPDR ETF worth $1.46M as of Q2 2026.
Ritholtz Wealth Management bought 4,666 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $694K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #515 holding.
Ritholtz Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.