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

Roxbury 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	$32.7K	Buy	206 +1	+0.5%	+$149	0.03%	232
2026 Q1	$30.1K	Buy	205 +1	+0.5%	+$154	0.03%	228
2025 Q4	$31.6K	Hold	204	–	–	0.03%	219
2025 Q3	$28.3K	Buy	204 +1	+0.5%	+$135	0.03%	224
2025 Q2	$27.3K	Buy	203 +2	+1%	+$270	0.03%	221
2025 Q1	$29.9K	Buy	201 +2	+1%	+$291	0.03%	204
2024 Q4	$29.5K	Buy	+199	New	+$29.1K	0.03%	211

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Roxbury Financial's XLV Position: Q2 2026 in Review

Roxbury Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.49% in Q2 2026, buying an estimated $149 and bringing the position to 206 shares worth $32.7K. The position accounts for 0.03% of the portfolio, ranked #232.

Roxbury Financial first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Roxbury Financial held 206 shares of State Street Health Care Select Sector SPDR ETF worth $32.7K as of Q2 2026.
Roxbury Financial bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #232 holding.
Roxbury Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.