Ulland Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ulland Investment 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	$106K	Hold	670	–	–	0.08%	98
2026 Q1	$98K	Hold	670	–	–	0.08%	91
2025 Q4	$104K	Hold	670	–	–	0.08%	88
2025 Q3	$93K	Hold	670	–	–	0.07%	95
2025 Q2	$90K	Hold	670	–	–	0.07%	90
2025 Q1	$98K	Hold	670	–	–	0.08%	86
2024 Q4	$92K	Hold	670	–	–	0.06%	89
2024 Q3	$103K	Hold	670	–	–	0.08%	78
2024 Q2	$98K	Sell	670 -80	-11%	-$11.5K	0.07%	87
2024 Q1	$111K	Hold	750	–	–	0.09%	84
2023 Q4	$102K	Sell	750 -850	-53%	-$111K	0.1%	79
2023 Q3	$206K	Sell	1,600 -150	-9%	-$19.9K	0.23%	51
2023 Q2	$232K	Hold	1,750	–	–	0.24%	50
2023 Q1	$227K	Hold	1,750	–	–	0.27%	51
2022 Q4	$238K	Hold	1,750	–	–	0.28%	50
2022 Q3	$212K	Hold	1,750	–	–	0.23%	56
2022 Q2	$224K	Hold	1,750	–	–	0.23%	57
2022 Q1	$240K	Sell	1,750 -15	-0.8%	-$1.99K	0.18%	61
2021 Q4	$249K	Buy	+1,765	New	+$234K	0.16%	67

Other funds holding XLV

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Ulland Investment Advisors's XLV Position: Q2 2026 in Review

Ulland Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 670 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #98.

Ulland Investment Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $249K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ulland Investment Advisors held 670 shares of State Street Health Care Select Sector SPDR ETF worth $106K as of Q2 2026.
Ulland Investment Advisors 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 0.08% of Ulland Investment Advisors's portfolio in Q2 2026, its #98 holding.
Ulland Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $249K in Q4 2021.
1,120 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.