Spinnaker Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Spinnaker Investment Group’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	$3.72M	Buy	23,425 +2,212	+10%	+$329K	0.6%	21
2026 Q1	$3.11M	Buy	21,213 +3,965	+23%	+$612K	0.63%	18
2025 Q4	$2.67M	Buy	17,248 +10,814	+168%	+$1.62M	0.48%	20
2025 Q3	$895K	Buy	6,434 +591	+10%	+$80K	0.17%	48
2025 Q2	$788K	Buy	5,843 +1,233	+27%	+$166K	0.19%	39
2025 Q1	$673K	Buy	4,610 +2,189	+90%	+$318K	0.15%	49
2024 Q4	$333K	Buy	+2,421	New	+$354K	0.08%	72

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

Spinnaker Investment Group's XLV Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $329K and bringing the position to 23,425 shares worth $3.72M. The position accounts for 0.6% of the portfolio, ranked #21.

Spinnaker Investment Group first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Spinnaker Investment Group held 23,425 shares of State Street Health Care Select Sector SPDR ETF worth $3.72M as of Q2 2026.
Spinnaker Investment Group bought 2,212 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
State Street Health Care Select Sector SPDR ETF made up 0.6% of Spinnaker Investment Group's portfolio in Q2 2026, its #21 holding.
Spinnaker Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.