Stelac Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stelac Advisory Services’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	$199K	Hold	1,252	–	–	0.04%	130
2026 Q1	$184K	Buy	1,252 +400	+47%	+$61.7K	0.04%	126
2025 Q4	$132K	Buy	+852	New	+$128K	0.05%	102
2025 Q3	–	Sell	-852	Closed	-$115K	–	119
2025 Q2	$115K	Hold	852	–	–	0.04%	98
2025 Q1	$124K	Hold	852	–	–	0.05%	91
2024 Q4	$117K	Sell	852 -139	-14%	-$20.3K	0.05%	99
2024 Q3	$153K	Sell	991 -220	-18%	-$33.3K	0.06%	89
2024 Q2	$177K	Buy	1,211 +139	+13%	+$19.9K	0.07%	85
2024 Q1	$158K	Hold	1,072	–	–	0.07%	83
2023 Q4	$146K	Hold	1,072	–	–	0.08%	74
2023 Q3	$138K	Buy	1,072 +220	+26%	+$29.2K	0.08%	90
2023 Q2	$113K	Sell	852 -570	-40%	-$75.1K	0.05%	143
2023 Q1	$184K	Hold	1,422	–	–	0.08%	125
2022 Q4	$193K	Buy	1,422 +570	+67%	+$75.5K	0.09%	124
2022 Q3	$103K	Hold	852	–	–	0.05%	157
2022 Q2	$109K	Hold	852	–	–	0.04%	163
2022 Q1	$117K	Hold	852	–	–	0.04%	157
2021 Q4	$120K	Buy	+852	New	+$113K	0.03%	177
2021 Q2	–	Sell	-1,201	Closed	-$140K	–	296
2021 Q1	$140K	Sell	1,201 -14,815	-93%	-$1.71M	0.05%	188
2020 Q4	$1.82M	Buy	16,016 +576	+4%	+$62.9K	0.47%	44
2020 Q3	$1.63M	Buy	15,440 +168	+1%	+$17.7K	0.56%	32
2020 Q2	$1.53M	Buy	15,272 +4,805	+46%	+$474K	0.59%	33
2020 Q1	$927K	Buy	10,467 +8,162	+354%	+$793K	0.45%	39
2019 Q4	$235K	Buy	2,305 +380	+20%	+$36.5K	0.17%	57
2019 Q3	$173K	Hold	1,925	–	–	0.12%	75
2019 Q2	$178K	Buy	+1,925	New	+$173K	0.14%	62
2018 Q3	–	Sell	-3,500	Closed	-$292K	–	177
2018 Q2	$292K	Hold	3,500	–	–	0.08%	58
2018 Q1	$285K	Buy	+3,500	New	+$298K	0.09%	56
2017 Q2	–	Sell	-2,697	Closed	-$186K	–	76
2017 Q1	$186K	Buy	+2,697	New	+$197K	0.06%	57

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

Stelac Advisory Services's XLV Position: Q2 2026 in Review

Stelac Advisory Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,252 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #130.

Stelac Advisory Services first reported a position in XLV in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.82M in Q4 2020. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stelac Advisory Services held 1,252 shares of State Street Health Care Select Sector SPDR ETF worth $199K as of Q2 2026.
Stelac Advisory Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Stelac Advisory Services's portfolio in Q2 2026, its #130 holding.
Stelac Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 29 quarters since.
Stelac Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $1.82M in Q4 2020.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.