Tandem Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Tandem Investment Partners’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	$3.75M	Buy	23,650 +1,715	+8%	+$255K	2.89%	10
2026 Q1	$3.22M	Buy	21,935 +670	+3%	+$103K	2.73%	13
2025 Q4	$3.29M	Sell	21,265 -495	-2%	-$74.1K	2.78%	10
2025 Q3	$3.03M	Buy	21,760 +275	+1%	+$37.2K	2.49%	13
2025 Q2	$2.9M	Buy	21,485 +1,485	+7%	+$201K	2.53%	13
2025 Q1	$2.92M	Buy	20,000 +135	+0.7%	+$19.6K	2.88%	12
2024 Q4	$2.73M	Buy	+19,865	New	+$2.91M	2.62%	11

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

Tandem Investment Partners's XLV Position: Q2 2026 in Review

Tandem Investment Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.8% in Q2 2026, buying an estimated $255K and bringing the position to 23,650 shares worth $3.75M. The position accounts for 2.89% of the portfolio, ranked #10.

Tandem Investment Partners first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Tandem Investment Partners held 23,650 shares of State Street Health Care Select Sector SPDR ETF worth $3.75M as of Q2 2026.
Tandem Investment Partners bought 1,715 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
State Street Health Care Select Sector SPDR ETF made up 2.89% of Tandem Investment Partners's portfolio in Q2 2026, its #10 holding.
Tandem Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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