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

Roberts Wealth Advisors’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	$1.55M	Buy	9,789 +764	+8%	+$114K	0.35%	63
2026 Q1	$1.32M	Buy	9,025 +222	+3%	+$34.2K	0.34%	67
2025 Q4	$1.36M	Sell	8,803 -284	-3%	-$42.5K	0.36%	64
2025 Q3	$1.26M	Buy	9,087 +6	+0.1%	+$812	0.34%	65
2025 Q2	$1.22M	Buy	9,081 +128	+1%	+$17.3K	0.35%	63
2025 Q1	$1.31M	Sell	8,953 -38	-0.4%	-$5.52K	0.4%	63
2024 Q4	$1.26M	Sell	8,991 -2,473	-22%	-$362K	0.38%	60
2024 Q3	$1.74M	Sell	11,464 -289	-2%	-$43.8K	0.56%	52
2024 Q2	$1.7M	Sell	11,753 -527	-4%	-$75.6K	0.58%	52
2024 Q1	$1.7M	Buy	12,280 +165	+1%	+$23.7K	0.64%	50
2023 Q4	$5.12M	Sell	12,115 -1,917	-14%	-$249K	0.8%	40
2023 Q3	$1.84M	Sell	14,032 -343	-2%	-$45.5K	0.81%	40
2023 Q2	$1.91M	Sell	14,375 -2,694	-16%	-$355K	0.84%	40
2023 Q1	$2.23M	Sell	17,069 -3,314	-16%	-$433K	1.03%	38
2022 Q4	$2.76M	Buy	20,383 +8,440	+71%	+$1.12M	1.33%	23
2022 Q3	$1.5M	Buy	11,943 +63	+0.5%	+$8.12K	0.74%	41
2022 Q2	$1.55M	Buy	11,880 +142	+1%	+$18.6K	0.68%	47
2022 Q1	$1.62M	Buy	11,738 +46	+0.4%	+$6.09K	0.64%	46
2021 Q4	$1.63M	Buy	11,692 +721	+7%	+$95.7K	0.59%	50
2021 Q3	$1.4M	Buy	+10,971	New	+$1.45M	0.55%	55

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

Roberts Wealth Advisors's XLV Position: Q2 2026 in Review

Roberts Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.5% in Q2 2026, buying an estimated $114K and bringing the position to 9,789 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #63.

Roberts Wealth Advisors first reported a position in XLV in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.12M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Roberts Wealth Advisors held 9,789 shares of State Street Health Care Select Sector SPDR ETF worth $1.55M as of Q2 2026.
Roberts Wealth Advisors bought 764 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $114K.
State Street Health Care Select Sector SPDR ETF made up 0.35% of Roberts Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Roberts Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Roberts Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.12M in Q4 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.