Transamerica Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Transamerica Financial Advisors’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	$3.27M	Sell	20,623 -8,423	-29%	-$1.25M	0.28%	88
2026 Q1	$4.26M	Buy	29,046 +3,130	+12%	+$483K	0.36%	68
2025 Q4	$4.01M	Buy	25,916 +5,071	+24%	+$759K	0.34%	84
2025 Q3	$2.9M	Buy	20,845 +730	+4%	+$98.8K	0.24%	90
2025 Q2	$2.71M	Sell	20,115 -141	-0.7%	-$19K	0.25%	92
2025 Q1	$2.96M	Buy	20,256 +6,047	+43%	+$878K	0.3%	83
2024 Q4	$1.96M	Sell	14,209 -13,250	-48%	-$1.94M	0.19%	107
2024 Q3	$4.23M	Sell	27,459 -417	-1%	-$63.2K	0.41%	66
2024 Q2	$4.06M	Hold	27,876	–	–	0.43%	65
2024 Q1	$4.12M	Buy	27,876 +14,126	+103%	+$2.03M	0.42%	72
2023 Q4	$1.88M	Sell	13,750 -1,230	-8%	-$160K	0.26%	59
2023 Q3	$1.93M	Sell	14,980 -5,661	-27%	-$752K	0.26%	60
2023 Q2	$2.74M	Sell	20,641 -6	-0%	-$791	0.36%	49
2023 Q1	$2.67M	Buy	20,647 +888	+4%	+$116K	0.35%	51
2022 Q4	$2.69M	Sell	19,759 -443	-2%	-$58.7K	0.38%	46
2022 Q3	$2.45M	Buy	20,202 +887	+5%	+$114K	0.36%	40
2022 Q2	$2.48M	Buy	+19,315	New	+$2.53M	0.35%	40
2020 Q3	–	Sell	-30,900	Closed	-$3.09M	–	507
2020 Q2	$3.09M	Buy	+30,900	New	+$3.05M	0.68%	36
2019 Q3	–	Sell	-34,954	Closed	-$3.24M	–	543
2019 Q2	$3.24M	Buy	+34,954	New	+$3.14M	0.7%	33
2019 Q1	–	Sell	-44,306	Closed	-$3.83M	–	478
2018 Q4	$3.83M	Buy	44,306 +4,391	+11%	+$397K	0.98%	23
2018 Q3	$3.8M	Buy	39,915 +5,409	+16%	+$489K	0.81%	37
2018 Q2	$2.88M	Buy	34,506 +1,598	+5%	+$132K	0.64%	42
2018 Q1	$2.68M	Buy	32,908 +2,341	+8%	+$199K	0.4%	88
2017 Q4	$2.53M	Buy	30,567 +370	+1%	+$30.5K	0.33%	94
2017 Q3	$2.47M	Buy	30,197 +22,322	+283%	+$1.79M	0.31%	100
2017 Q2	$624K	Sell	7,875 -4,956	-39%	-$378K	0.08%	161
2017 Q1	$955K	Buy	12,831 +12,809	+58,223%	+$934K	0.11%	154
2016 Q4	$2K	Sell	22 -11	-33%	-$764	﹤0.01%	315
2016 Q3	$3K	Sell	33 -22,376	-100%	-$1.65M	﹤0.01%	306
2016 Q2	$1.61M	Buy	22,409 +18,193	+432%	+$1.28M	0.16%	126
2016 Q1	$286K	Sell	4,216 -330	-7%	-$22.1K	0.02%	276
2015 Q4	$328K	Sell	4,546 -233	-5%	-$16.5K	0.02%	274
2015 Q3	$317K	Buy	4,779 +2,557	+115%	+$187K	0.03%	256
2015 Q2	$166K	Sell	2,222 -31,770	-93%	-$2.35M	0.01%	352
2015 Q1	$2.46M	Sell	33,992 -774	-2%	-$55.2K	0.17%	111
2014 Q4	$2.38M	Buy	34,766 +28,794	+482%	+$1.93M	0.19%	77
2014 Q3	$382K	Sell	5,972 -33,051	-85%	-$2.07M	0.03%	192
2014 Q2	$2.37M	Buy	39,023 +30,049	+335%	+$1.77M	0.21%	74
2014 Q1	$525K	Buy	8,974 +1,271	+17%	+$73.2K	0.05%	152
2013 Q4	$428K	Sell	7,703 -8,896	-54%	-$476K	0.05%	165
2013 Q3	$840K	Sell	16,599 -372,655	-96%	-$18.7M	0.11%	111
2013 Q2	$18.5M	Buy	+389,254	New	+$18.6M	3.03%	6

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

Transamerica Financial Advisors's XLV Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 29% in Q2 2026, selling an estimated $1.25M and leaving 20,623 shares worth $3.27M. The position accounts for 0.28% of the portfolio, ranked #88.

Transamerica Financial Advisors first reported a position in XLV in Q2 2013 and has held it in 42 quarters since. The position peaked at $18.5M in Q2 2013. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Transamerica Financial Advisors held 20,623 shares of State Street Health Care Select Sector SPDR ETF worth $3.27M as of Q2 2026.
Transamerica Financial Advisors sold 8,423 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.25M.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Transamerica Financial Advisors's portfolio in Q2 2026, its #88 holding.
Transamerica Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
Transamerica Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $18.5M in Q2 2013.
1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.