Ritter Daniher Financial Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ritter Daniher Financial Advisory’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	$246K	Buy	1,552 +6	+0.4%	+$893	0.04%	151
2026 Q1	$227K	Buy	1,546 +5	+0.3%	+$771	0.04%	152
2025 Q4	$239K	Buy	1,541 +1,432	+1,314%	+$214K	0.04%	152
2025 Q3	$15.2K	Hold	109	–	–	﹤0.01%	294
2025 Q2	$14.7K	Hold	109	–	–	﹤0.01%	243
2025 Q1	$15.9K	Hold	109	–	–	﹤0.01%	229
2024 Q4	$15K	Hold	109	–	–	﹤0.01%	225
2024 Q3	$16.8K	Hold	109	–	–	﹤0.01%	214
2024 Q2	$15.9K	Hold	109	–	–	0.01%	208
2024 Q1	$16.1K	Hold	109	–	–	0.01%	203
2023 Q4	$14.9K	Hold	109	–	–	0.01%	209
2023 Q3	$14K	Hold	109	–	–	0.01%	209
2023 Q2	$14.5K	Hold	109	–	–	0.01%	194
2023 Q1	$14.1K	Hold	109	–	–	0.01%	191
2022 Q4	$14.8K	Hold	109	–	–	0.01%	193
2022 Q3	$13K	Hold	109	–	–	0.01%	165
2022 Q2	$14K	Hold	109	–	–	0.01%	152
2022 Q1	$15K	Hold	109	–	–	0.01%	154
2021 Q4	$15K	Hold	109	–	–	0.01%	145
2021 Q3	$14K	Hold	109	–	–	0.01%	146
2021 Q2	$14K	Hold	109	–	–	0.01%	143
2021 Q1	$13K	Hold	109	–	–	0.01%	137
2020 Q4	$12K	Buy	+109	New	+$11.9K	0.01%	133

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

Ritter Daniher Financial Advisory's XLV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.39% in Q2 2026, buying an estimated $893 and bringing the position to 1,552 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #151.

Ritter Daniher Financial Advisory first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ritter Daniher Financial Advisory held 1,552 shares of State Street Health Care Select Sector SPDR ETF worth $246K as of Q2 2026.
Ritter Daniher Financial Advisory bought 6 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $893.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #151 holding.
Ritter Daniher Financial Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.