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Rothschild Investment LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Rothschild Investment LLC’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 		$145K Sell
917
-217
-19% -$32.3K 0.01% 953
2026
Q1 		$166K Buy
1,134
+3
+0.3% +$463 0.01% 726
2025
Q4 		$175K Buy
1,131
+62
+6% +$9.29K 0.01% 665
2025
Q3 		$149K Buy
1,069
+32
+3% +$4.33K 0.01% 697
2025
Q2 		$140K Buy
1,037
+8
+0.8% +$1.08K 0.01% 577
2025
Q1 		$150K Buy
1,029
+2
+0.2% +$291 0.01% 555
2024
Q4 		$141K Buy
1,027
+3
+0.3% +$439 0.01% 576
2024
Q3 		$158K Buy
1,024
+153
+18% +$23.2K 0.01% 562
2024
Q2 		$127K Buy
871
+2
+0.2% +$287 0.01% 583
2024
Q1 		$128K Buy
869
+2
+0.2% +$287 0.01% 549
2023
Q4 		$118K Buy
+867
New +$113K 0.01% 500

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rothschild Investment LLC's XLV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, selling an estimated $32.3K and leaving 917 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #953.

Rothschild Investment LLC first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $175K in Q4 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Rothschild Investment LLC held 917 shares of State Street Health Care Select Sector SPDR ETF worth $145K as of Q2 2026.
  • Rothschild Investment LLC sold 217 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $32.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #953 holding.
  • Rothschild Investment LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's State Street Health Care Select Sector SPDR ETF position peaked at $175K in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.