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

Rockport Wealth’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	$24.2M	Buy	152,748 +124,887	+448%	+$18.6M	4.07%	6
2026 Q1	$4.08M	Buy	27,861 +7,584	+37%	+$1.17M	0.74%	34
2025 Q4	$3.14M	Buy	20,277 +4,073	+25%	+$610K	0.61%	31
2025 Q3	$2.26M	Sell	16,204 -2,423	-13%	-$328K	0.46%	33
2025 Q2	$2.51M	Sell	18,627 -21,666	-54%	-$2.93M	0.58%	25
2025 Q1	$5.88M	Buy	40,293 +3,719	+10%	+$540K	2.08%	11
2024 Q4	$5.26M	Sell	36,574 -197,331	-84%	-$28.9M	2.34%	6
2024 Q3	$36M	Buy	233,905 +17,644	+8%	+$2.67M	9.61%	4
2024 Q2	$31.5M	Buy	216,261 +195,452	+939%	+$28M	13.31%	2
2024 Q1	$3.06M	Buy	+20,809	New	+$2.99M	2.04%	6

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

Rockport Wealth's XLV Position: Q2 2026 in Review

Rockport Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 448% in Q2 2026, buying an estimated $18.6M and bringing the position to 152,748 shares worth $24.2M. The position accounts for 4.07% of the portfolio, ranked #6.

Rockport Wealth first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $36M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Rockport Wealth held 152,748 shares of State Street Health Care Select Sector SPDR ETF worth $24.2M as of Q2 2026.
Rockport Wealth bought 124,887 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6M.
State Street Health Care Select Sector SPDR ETF made up 4.07% of Rockport Wealth's portfolio in Q2 2026, its #6 holding.
Rockport Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Rockport Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $36M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.