Successful Portfolios’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Successful Portfolios’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	$386K	Hold	2,397	–	–	0.18%	113
2026 Q1	$350K	Sell	2,397 -16	-0.7%	-$2.47K	0.19%	108
2025 Q4	$380K	Buy	2,413 +441	+22%	+$66K	0.19%	112
2025 Q3	$274K	Hold	1,972	–	–	0.16%	129
2025 Q2	$266K	Sell	1,972 -90	-4%	-$12.2K	0.16%	126
2025 Q1	$301K	Buy	2,062 +20	+1%	+$2.9K	0.2%	109
2024 Q4	$281K	Buy	2,042 +75	+4%	+$11K	0.19%	110
2024 Q3	$303K	Hold	1,967	–	–	0.2%	103
2024 Q2	$287K	Hold	1,967	–	–	0.2%	104
2024 Q1	$291K	Hold	1,967	–	–	0.2%	107
2023 Q4	$268K	Hold	1,967	–	–	0.2%	121
2023 Q3	$253K	Hold	1,967	–	–	0.22%	106
2023 Q2	$261K	Sell	1,967 -300	-13%	-$39.5K	0.22%	104
2023 Q1	$293K	Buy	2,267 +60	+3%	+$7.84K	0.18%	137
2022 Q4	$300K	Buy	2,207 +100	+5%	+$13.3K	0.2%	135
2022 Q3	$255K	Hold	2,107	–	–	0.18%	145
2022 Q2	$270K	Hold	2,107	–	–	0.18%	142
2022 Q1	$289K	Hold	2,107	–	–	0.16%	149
2021 Q4	$297K	Hold	2,107	–	–	0.16%	146
2021 Q3	$268K	Hold	2,107	–	–	0.16%	154
2021 Q2	$265K	Hold	2,107	–	–	0.16%	156
2021 Q1	$246K	Buy	2,107 +200	+10%	+$23.1K	0.16%	154
2020 Q4	$216K	Hold	1,907	–	–	0.16%	162
2020 Q3	$201K	Buy	+1,907	New	+$201K	0.16%	160
2020 Q1	–	Sell	-2,077	Closed	-$212K	–	173
2019 Q4	$212K	Sell	2,077 -200	-9%	-$19.2K	0.19%	145
2019 Q3	$205K	Hold	2,277	–	–	0.19%	141
2019 Q2	$211K	Hold	2,277	–	–	0.23%	124
2019 Q1	$209K	Buy	+2,277	New	+$205K	0.23%	123
2018 Q4	–	Sell	-2,227	Closed	-$212K	–	141
2018 Q3	$212K	Buy	+2,227	New	+$201K	0.23%	130

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

Successful Portfolios's XLV Position: Q2 2026 in Review

Successful Portfolios held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,397 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #113.

Successful Portfolios first reported a position in XLV in Q3 2018 and has held it in 29 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Successful Portfolios held 2,397 shares of State Street Health Care Select Sector SPDR ETF worth $386K as of Q2 2026.
Successful Portfolios 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 0.18% of Successful Portfolios's portfolio in Q2 2026, its #113 holding.
Successful Portfolios first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.