Royal Harbor Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Royal Harbor Partners’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	$1.99M	Buy	+12,566	New	+$1.87M	0.62%	32
2023 Q3	–	Sell	-33,017	Closed	-$4.38M	–	75
2023 Q2	$4.38M	Buy	33,017 +339	+1%	+$44.7K	2.15%	14
2023 Q1	$4.23M	Buy	+32,678	New	+$4.27M	2.27%	14
2022 Q2	–	Sell	-13,685	Closed	-$1.88M	–	90
2022 Q1	$1.88M	Sell	13,685 -108	-0.8%	-$14.3K	1.2%	22
2021 Q4	$1.94M	Sell	13,793 -11,872	-46%	-$1.58M	1.23%	18
2021 Q3	$3.27M	Buy	+25,665	New	+$3.39M	2.32%	10
2021 Q1	–	Sell	-27,773	Closed	-$3.15M	–	91
2020 Q4	$3.15M	Sell	27,773 -4,921	-15%	-$537K	2.63%	7
2020 Q3	$3.45M	Buy	32,694 +810	+3%	+$85.3K	3.23%	5
2020 Q2	$3.19M	Sell	31,884 -8,176	-20%	-$807K	3.15%	7
2020 Q1	$3.55M	Sell	40,060 -8,085	-17%	-$785K	4.11%	4
2019 Q4	$4.9M	Buy	+48,145	New	+$4.63M	4.72%	3

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

Royal Harbor Partners's XLV Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 12,566 shares worth $1.99M. The stake represents 0.62% of the portfolio and ranks #32 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in XLV as recently as Q2 2023.

Royal Harbor Partners first reported a position in XLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.9M in Q4 2019. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Royal Harbor Partners held 12,566 shares of State Street Health Care Select Sector SPDR ETF worth $1.99M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Royal Harbor Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.62% of Royal Harbor Partners's portfolio in Q2 2026, its #32 holding.
Royal Harbor Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Royal Harbor Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.9M in Q4 2019.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.