Virginia Estate & Retirement Planning Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Virginia Estate & Retirement Planning 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	$25.2K	Buy	276 +151	+121%	+$22.5K	0.03%	77
2026 Q1	$20.2K	Buy	+125	New	+$19.3K	0.04%	65

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

Virginia Estate & Retirement Planning Advisors's XLV Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 121% in Q2 2026, buying an estimated $22.5K and bringing the position to 276 shares worth $25.2K. The position accounts for 0.03% of the portfolio, ranked #77.

Virginia Estate & Retirement Planning Advisors first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,835 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 276 shares of State Street Health Care Select Sector SPDR ETF worth $25.2K as of Q2 2026.
Virginia Estate & Retirement Planning Advisors bought 151 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $22.5K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #77 holding.
Virginia Estate & Retirement Planning Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,835 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.