Vertex Planning Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vertex Planning Partners's XLV Position: Q2 2026 in Review

Vertex Planning Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, selling an estimated $113K and leaving 3,165 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #93.

Vertex Planning Partners first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $576K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

• Vertex Planning Partners held 3,165 shares of State Street Health Care Select Sector SPDR ETF worth $502K as of Q2 2026.
• Vertex Planning Partners sold 762 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
• State Street Health Care Select Sector SPDR ETF made up 0.07% of Vertex Planning Partners's portfolio in Q2 2026, its #93 holding.
• Vertex Planning Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
• Vertex Planning Partners's State Street Health Care Select Sector SPDR ETF position peaked at $576K in Q1 2026.
• 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.