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

Vickerman 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	$11.8M	Buy	74,387 +2,764	+4%	+$411K	2.29%	9
2026 Q1	$10.5M	Sell	71,623 -684	-0.9%	-$106K	2.21%	11
2025 Q4	$11.2M	Sell	72,307 -2,291	-3%	-$343K	2.24%	11
2025 Q3	$10.4M	Buy	74,598 +2,069	+3%	+$280K	2.1%	12
2025 Q2	$9.78M	Buy	72,529 +2,949	+4%	+$398K	2.1%	12
2025 Q1	$10.2M	Buy	69,580 +3,434	+5%	+$499K	2.3%	9
2024 Q4	$9.1M	Sell	66,146 -280	-0.4%	-$41K	2.47%	8
2024 Q3	$10.2M	Buy	66,426 +441	+0.7%	+$66.8K	3.01%	6
2024 Q2	$9.62M	Sell	65,985 -3,901	-6%	-$560K	3.09%	6
2024 Q1	$10.3M	Buy	69,886 +2,079	+3%	+$298K	3.33%	7
2023 Q4	$9.25M	Buy	67,807 +6,327	+10%	+$823K	3.15%	6
2023 Q3	$7.91M	Sell	61,480 -296	-0.5%	-$39.3K	3.23%	5
2023 Q2	$8.2M	Buy	61,776 +433	+0.7%	+$57.1K	3.2%	5
2023 Q1	$7.94M	Buy	61,343 +3,054	+5%	+$399K	3.13%	6
2022 Q4	$7.92M	Sell	58,289 -326	-0.6%	-$43.2K	3.59%	5
2022 Q3	$7.1M	Buy	58,615 +1,831	+3%	+$236K	3.43%	5
2022 Q2	$7.28M	Sell	56,784 -1,762	-3%	-$231K	3.45%	5
2022 Q1	$7.6M	Buy	58,546 +344	+0.6%	+$45.5K	3.37%	6
2021 Q4	$8.2M	Sell	58,202 -5,741	-9%	-$762K	3.31%	8
2021 Q3	$8.14M	Buy	+63,943	New	+$8.45M	3.25%	9

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

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

Vickerman Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q2 2026, buying an estimated $411K and bringing the position to 74,387 shares worth $11.8M. The position accounts for 2.29% of the portfolio, ranked #9.

Vickerman Investment Advisors first reported a position in XLV in Q3 2021 and has held it in 20 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Vickerman Investment Advisors held 74,387 shares of State Street Health Care Select Sector SPDR ETF worth $11.8M as of Q2 2026.
Vickerman Investment Advisors bought 2,764 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $411K.
State Street Health Care Select Sector SPDR ETF made up 2.29% of Vickerman Investment Advisors's portfolio in Q2 2026, its #9 holding.
Vickerman Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.