Rossby Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Rossby Financial’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	$777K	Buy	4,936 +517	+12%	+$76.9K	0.14%	140
2026 Q1	$653K	Buy	4,419 +3,711	+524%	+$572K	0.13%	145
2025 Q4	$110K	Buy	708 +451	+175%	+$67.5K	0.03%	392
2025 Q3	$36.9K	Hold	257	–	–	0.01%	592
2025 Q2	$34.6K	Hold	257	–	–	0.01%	560
2025 Q1	$35.5K	Buy	+257	New	+$37.3K	0.02%	532

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

Rossby Financial's XLV Position: Q2 2026 in Review

Rossby Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, buying an estimated $76.9K and bringing the position to 4,936 shares worth $777K. The position accounts for 0.14% of the portfolio, ranked #140.

Rossby Financial first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Rossby Financial held 4,936 shares of State Street Health Care Select Sector SPDR ETF worth $777K as of Q2 2026.
Rossby Financial bought 517 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $76.9K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Rossby Financial's portfolio in Q2 2026, its #140 holding.
Rossby Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.