Romano Brothers & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Romano Brothers & Co’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	$262K	Hold	1,653	–	–	0.03%	302
2026 Q1	$242K	Hold	1,653	–	–	0.03%	305
2025 Q4	$256K	Sell	1,653 -259	-14%	-$38.8K	0.03%	289
2025 Q3	$266K	Hold	1,912	–	–	0.03%	292
2025 Q2	$258K	Sell	1,912 -200	-9%	-$27K	0.03%	286
2025 Q1	$308K	Buy	2,112 +149	+8%	+$21.6K	0.04%	263
2024 Q4	$270K	Hold	1,963	–	–	0.03%	273
2024 Q3	$302K	Hold	1,963	–	–	0.04%	263
2024 Q2	$286K	Sell	1,963 -20	-1%	-$2.87K	0.04%	258
2024 Q1	$293K	Sell	1,983 -108	-5%	-$15.5K	0.04%	259
2023 Q4	$285K	Sell	2,091 -224	-10%	-$29.1K	0.04%	257
2023 Q3	$298K	Sell	2,315 -30	-1%	-$3.98K	0.05%	250
2023 Q2	$311K	Hold	2,345	–	–	0.05%	252
2023 Q1	$304K	Sell	2,345 -290	-11%	-$37.9K	0.05%	253
2022 Q4	$358K	Hold	2,635	–	–	0.05%	235
2022 Q3	$319K	Buy	+2,635	New	+$339K	0.05%	241

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

Romano Brothers & Co's XLV Position: Q2 2026 in Review

Romano Brothers & Co held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,653 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #302.

Romano Brothers & Co first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $358K in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Romano Brothers & Co held 1,653 shares of State Street Health Care Select Sector SPDR ETF worth $262K as of Q2 2026.
Romano Brothers & Co left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #302 holding.
Romano Brothers & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's State Street Health Care Select Sector SPDR ETF position peaked at $358K in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.