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

StrongBox Wealth’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	$238K	Buy	1,499 +2	+0.1%	+$298	0.07%	93
2026 Q1	$219K	Sell	1,497 -313	-17%	-$48.3K	0.07%	91
2025 Q4	$280K	Sell	1,810 -107	-6%	-$16K	0.09%	86
2025 Q3	$267K	Buy	1,917 +3	+0.2%	+$406	0.09%	84
2025 Q2	$258K	Buy	1,914 +2	+0.1%	+$270	0.1%	83
2025 Q1	$279K	Buy	1,912 +313	+20%	+$45.5K	0.12%	80
2024 Q4	$220K	Sell	1,599 -534	-25%	-$78.1K	0.09%	87
2024 Q3	$329K	Buy	2,133 +6	+0.3%	+$909	0.14%	71
2024 Q2	$310K	Buy	2,127 +263	+14%	+$37.7K	0.15%	69
2024 Q1	$275K	Sell	1,864 -16	-0.9%	-$2.29K	0.15%	69
2023 Q4	$256K	Buy	1,880 +208	+12%	+$27.1K	0.15%	69
2023 Q3	$215K	Buy	1,672 +3	+0.2%	+$398	0.14%	78
2023 Q2	$222K	Buy	1,669 +2	+0.1%	+$264	0.14%	81
2023 Q1	$216K	Buy	1,667 +34	+2%	+$4.44K	0.14%	81
2022 Q4	$222K	Buy	+1,633	New	+$216K	0.16%	75
2022 Q1	–	Sell	-1,843	Closed	-$260K	–	105
2021 Q4	$260K	Buy	1,843 +81	+5%	+$10.8K	0.13%	90
2021 Q3	$224K	Sell	1,762 -173	-9%	-$22.9K	0.13%	95
2021 Q2	$244K	Sell	1,935 -368	-16%	-$45.1K	0.14%	92
2021 Q1	$269K	Sell	2,303 -57	-2%	-$6.58K	0.17%	81
2020 Q4	$268K	Buy	2,360 +66	+3%	+$7.2K	0.17%	79
2020 Q3	$242K	Sell	2,294 -266	-10%	-$28K	0.18%	73
2020 Q2	$256K	Buy	2,560 +151	+6%	+$14.9K	0.23%	73
2020 Q1	$213K	Buy	+2,409	New	+$234K	0.24%	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

StrongBox Wealth's XLV Position: Q2 2026 in Review

StrongBox Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.13% in Q2 2026, buying an estimated $298 and bringing the position to 1,499 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #93.

StrongBox Wealth first reported a position in XLV in Q1 2020 and has held it in 23 quarters since. The position peaked at $329K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

StrongBox Wealth held 1,499 shares of State Street Health Care Select Sector SPDR ETF worth $238K as of Q2 2026.
StrongBox Wealth bought 2 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298.
State Street Health Care Select Sector SPDR ETF made up 0.07% of StrongBox Wealth's portfolio in Q2 2026, its #93 holding.
StrongBox Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
StrongBox Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $329K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.