Venture Visionary Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Venture Visionary 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	$999K	Buy	6,298 +212	+3%	+$31.5K	0.03%	345
2026 Q1	$892K	Sell	6,086 -642	-10%	-$99K	0.03%	336
2025 Q4	$1.04M	Buy	6,728 +850	+14%	+$127K	0.03%	314
2025 Q3	$818K	Buy	5,878 +54	+0.9%	+$7.31K	0.03%	323
2025 Q2	$785K	Buy	5,824 +657	+13%	+$88.7K	0.03%	315
2025 Q1	$755K	Buy	5,167 +269	+5%	+$39.1K	0.03%	311
2024 Q4	$674K	Sell	4,898 -1,148	-19%	-$168K	0.03%	315
2024 Q3	$932K	Sell	6,046 -392	-6%	-$59.4K	0.04%	280
2024 Q2	$939K	Buy	6,438 +18	+0.3%	+$2.58K	0.04%	282
2024 Q1	$948K	Sell	6,420 -8,338	-56%	-$1.2M	0.05%	283
2023 Q4	$2.01M	Sell	14,758 -632	-4%	-$82.2K	0.11%	174
2023 Q3	$1.98M	Sell	15,390 -1,109	-7%	-$147K	0.12%	157
2023 Q2	$2.19M	Sell	16,499 -1,353	-8%	-$178K	0.13%	153
2023 Q1	$2.31M	Buy	17,852 +1,235	+7%	+$161K	0.15%	136
2022 Q4	$2.26M	Sell	16,617 -8,168	-33%	-$1.08M	0.16%	126
2022 Q3	$3M	Sell	24,785 -101	-0.4%	-$13K	0.24%	99
2022 Q2	$3.19M	Buy	24,886 +34	+0.1%	+$4.46K	0.24%	89
2022 Q1	$3.4M	Buy	24,852 +844	+4%	+$112K	0.23%	97
2021 Q4	$3.38M	Buy	24,008 +899	+4%	+$119K	0.22%	100
2021 Q3	$2.94M	Buy	23,109 +1,630	+8%	+$215K	0.21%	106
2021 Q2	$2.71M	Buy	21,479 +3,847	+22%	+$471K	0.22%	103
2021 Q1	$2.06M	Buy	17,632 +9,394	+114%	+$1.08M	0.17%	115
2020 Q4	$934K	Buy	+8,238	New	+$899K	0.1%	163

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

Venture Visionary Partners's XLV Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q2 2026, buying an estimated $31.5K and bringing the position to 6,298 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #345.

Venture Visionary Partners first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.4M in Q1 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Venture Visionary Partners held 6,298 shares of State Street Health Care Select Sector SPDR ETF worth $999K as of Q2 2026.
Venture Visionary Partners bought 212 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $31.5K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #345 holding.
Venture Visionary Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Venture Visionary Partners's State Street Health Care Select Sector SPDR ETF position peaked at $3.4M in Q1 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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