Samalin Investment Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Samalin Investment Counsel’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	$231K	Buy	1,459 +6	+0.4%	+$893	0.07%	292
2026 Q1	$213K	Sell	1,453 -121	-8%	-$18.7K	0.08%	282
2025 Q4	$244K	Buy	1,574 +42	+3%	+$6.29K	0.09%	264
2025 Q3	$213K	Sell	1,532 -117	-7%	-$15.8K	0.07%	292
2025 Q2	$222K	Buy	1,649 +6	+0.4%	+$810	0.09%	283
2025 Q1	$240K	Buy	1,643 +6	+0.4%	+$872	0.1%	271
2024 Q4	$225K	Buy	1,637 +5	+0.3%	+$732	0.1%	254
2024 Q3	$251K	Buy	1,632 +4	+0.2%	+$606	0.11%	243
2024 Q2	$237K	Buy	1,628 +42	+3%	+$6.03K	0.11%	246
2024 Q1	$234K	Buy	1,586 +4	+0.3%	+$574	0.11%	245
2023 Q4	$216K	Sell	1,582 -16	-1%	-$2.08K	0.11%	245
2023 Q3	$206K	Buy	1,598 +2	+0.1%	+$266	0.12%	235
2023 Q2	$212K	Sell	1,596 -75	-4%	-$9.89K	0.11%	236
2023 Q1	$216K	Buy	1,671 +1	+0.1%	+$131	0.13%	214
2022 Q4	$227K	Buy	+1,670	New	+$221K	0.14%	201
2022 Q1	–	Sell	-1,528	Closed	-$215K	–	271
2021 Q4	$215K	Buy	+1,528	New	+$203K	0.13%	216
2020 Q1	–	Sell	-1,076	Closed	-$109K	–	521
2019 Q4	$109K	Buy	+1,076	New	+$103K	0.09%	217

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

Samalin Investment Counsel's XLV Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.41% in Q2 2026, buying an estimated $893 and bringing the position to 1,459 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #292.

Samalin Investment Counsel first reported a position in XLV in Q4 2019 and has held it in 17 quarters since. The position peaked at $251K in Q3 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Samalin Investment Counsel held 1,459 shares of State Street Health Care Select Sector SPDR ETF worth $231K as of Q2 2026.
Samalin Investment Counsel bought 6 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $893.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #292 holding.
Samalin Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Samalin Investment Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $251K in Q3 2024.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.