Sacks & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sacks & Associates’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	–	Sell	-1,386	Closed	-$203K	–	83
2026 Q1	$203K	Buy	1,386 +2	+0.1%	+$309	0.15%	77
2025 Q4	$214K	Buy	+1,384	New	+$207K	0.16%	76

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

Sacks & Associates's XLV Position: Q2 2026 in Review

Sacks & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,386 shares — an estimated $203K sold.

Sacks & Associates first reported a position in XLV in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sacks & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sacks & Associates sold 1,386 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
Sacks & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Sacks & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $214K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.