RMR Wealth Builders’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

RMR Wealth Builders’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	$1.17M	Sell	7,356 -900	-11%	-$134K	0.07%	119
2026 Q1	$1.21M	Sell	8,256 -964	-10%	-$149K	0.1%	106
2025 Q4	$1.43M	Sell	9,220 -581	-6%	-$87K	0.11%	95
2025 Q3	$1.36M	Sell	9,801 -267	-3%	-$36.1K	0.11%	95
2025 Q2	$1.36M	Buy	10,068 +180	+2%	+$24.3K	0.12%	97
2025 Q1	$1.44M	Sell	9,888 -1,266	-11%	-$184K	0.15%	85
2024 Q4	$1.53M	Sell	11,154 -676	-6%	-$98.9K	0.16%	78
2024 Q3	$1.82M	Buy	11,830 +20	+0.2%	+$3.03K	0.19%	65
2024 Q2	$1.72M	Sell	11,810 -172	-1%	-$24.7K	0.2%	63
2024 Q1	$1.77M	Sell	11,982 -516	-4%	-$74K	0.21%	58
2023 Q4	$1.7M	Sell	12,498 -6,194	-33%	-$806K	0.24%	48
2023 Q3	$2.41M	Sell	18,692 -55	-0.3%	-$7.3K	0.38%	39
2023 Q2	$2.49M	Buy	18,747 +38	+0.2%	+$5.01K	0.42%	33
2023 Q1	$2.42M	Sell	18,709 -6,521	-26%	-$852K	0.46%	30
2022 Q4	$3.43M	Sell	25,230 -701	-3%	-$92.9K	0.78%	25
2022 Q3	$3.14M	Sell	25,931 -137	-0.5%	-$17.6K	0.77%	25
2022 Q2	$3.34M	Buy	26,068 +939	+4%	+$123K	0.83%	24
2022 Q1	$3.44M	Buy	25,129 +2,075	+9%	+$275K	0.74%	26
2021 Q4	$3.25M	Buy	23,054 +2,707	+13%	+$359K	0.93%	21
2021 Q3	$2.59M	Buy	20,347 +1,397	+7%	+$185K	0.76%	18
2021 Q2	$2.39M	Sell	18,950 -3,757	-17%	-$460K	0.78%	20
2021 Q1	$2.65M	Buy	22,707 +8,726	+62%	+$1.01M	0.69%	19
2020 Q4	$1.59M	Sell	13,981 -6,768	-33%	-$739K	0.78%	24
2020 Q3	$2.19M	Buy	20,749 +17,714	+584%	+$1.86M	0.57%	32
2020 Q2	$304K	Buy	+3,035	New	+$300K	0.27%	86

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

RMR Wealth Builders's XLV Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, selling an estimated $134K and leaving 7,356 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #119.

RMR Wealth Builders first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.44M in Q1 2022. 620 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

RMR Wealth Builders held 7,356 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q2 2026.
RMR Wealth Builders sold 900 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of RMR Wealth Builders's portfolio in Q2 2026, its #119 holding.
RMR Wealth Builders first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
RMR Wealth Builders's State Street Health Care Select Sector SPDR ETF position peaked at $3.44M in Q1 2022.
620 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.