RWA Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

RWA Wealth 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	$2.54M	Buy	16,025 +6,822	+74%	+$1.01M	0.02%	243
2026 Q1	$1.35M	Buy	9,203 +191	+2%	+$29.5K	0.01%	309
2025 Q4	$1.4M	Buy	9,012 +611	+7%	+$91.5K	0.02%	304
2025 Q3	$1.17M	Buy	8,401 +199	+2%	+$26.9K	0.01%	327
2025 Q2	$1.11M	Sell	8,202 -40	-0.5%	-$5.4K	0.01%	312
2025 Q1	$1.2M	Sell	8,242 -3,663	-31%	-$532K	0.02%	294
2024 Q4	$1.64M	Buy	11,905 +4,564	+62%	+$668K	0.02%	269
2024 Q3	$1.13M	Sell	7,341 -547	-7%	-$82.9K	0.01%	310
2024 Q2	$1.15M	Sell	7,888 -139	-2%	-$19.9K	0.02%	282
2024 Q1	$1.19M	Sell	8,027 -296	-4%	-$42.5K	0.02%	284
2023 Q4	$1.14M	Buy	8,323 +1,114	+15%	+$145K	0.02%	276
2023 Q3	$928K	Buy	7,209 +338	+5%	+$44.9K	0.02%	199
2023 Q2	$912K	Buy	6,871 +1,520	+28%	+$200K	0.02%	175
2023 Q1	$693K	Buy	5,351 +70	+1%	+$9.14K	0.02%	152
2022 Q4	$714K	Sell	5,281 -835	-14%	-$111K	0.02%	153
2022 Q3	$741K	Buy	6,116 +43	+0.7%	+$5.54K	0.05%	137
2022 Q2	$779K	Hold	6,073	–	–	0.05%	140
2022 Q1	$832K	Sell	6,073 -8	-0.1%	-$1.06K	0.05%	141
2021 Q4	$857K	Sell	6,081 -194	-3%	-$25.8K	0.06%	142
2021 Q3	$799K	Hold	6,275	–	–	0.06%	142
2021 Q2	$790K	Hold	6,275	–	–	0.06%	143
2021 Q1	$733K	Sell	6,275 -9	-0.1%	-$1.04K	0.06%	143
2020 Q4	$713K	Buy	6,284 +224	+4%	+$24.5K	0.06%	142
2020 Q3	$639K	Buy	6,060 +49	+0.8%	+$5.16K	0.07%	134
2020 Q2	$602K	Sell	6,011 -11,559	-66%	-$1.14M	0.07%	130
2020 Q1	$1.56M	Buy	17,570 +9,505	+118%	+$923K	0.22%	78
2019 Q4	$821K	Sell	8,065 -1,010	-11%	-$97.1K	0.08%	130
2019 Q3	$818K	Hold	9,075	–	–	0.09%	133
2019 Q2	$841K	Sell	9,075 -31,765	-78%	-$2.86M	0.09%	133
2019 Q1	$3.75M	Sell	40,840 -8,773	-18%	-$791K	0.43%	57
2018 Q4	$4.29M	Buy	49,613 +18,101	+57%	+$1.64M	0.56%	47
2018 Q3	$3M	Buy	31,512 +23,079	+274%	+$2.08M	0.34%	69
2018 Q2	$704K	Sell	8,433 -29,450	-78%	-$2.44M	0.08%	139
2018 Q1	$3.08M	Sell	37,883 -40,358	-52%	-$3.44M	0.4%	68
2017 Q4	$6.47M	Buy	78,241 +30,520	+64%	+$2.52M	0.73%	35
2017 Q3	$3.9M	Buy	47,721 +39,386	+473%	+$3.16M	0.44%	66
2017 Q2	$660K	Buy	8,335 +2	+0%	+$152	0.08%	118
2017 Q1	$620K	Buy	+8,333	New	+$607K	0.08%	118

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

RWA Wealth Partners's XLV Position: Q2 2026 in Review

RWA Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 74% in Q2 2026, buying an estimated $1.01M and bringing the position to 16,025 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #243.

RWA Wealth Partners first reported a position in XLV in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.47M in Q4 2017. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

RWA Wealth Partners held 16,025 shares of State Street Health Care Select Sector SPDR ETF worth $2.54M as of Q2 2026.
RWA Wealth Partners bought 6,822 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
State Street Health Care Select Sector SPDR ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #243 holding.
RWA Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
RWA Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $6.47M in Q4 2017.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.