Vise Technologies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vise Technologies’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	$5.89M	Buy	37,150 +29,280	+372%	+$4.36M	0.07%	243
2026 Q1	$1.22M	Hold	7,870	–	–	0.02%	524
2025 Q4	$1.22M	Buy	7,870 +6,280	+395%	+$941K	0.02%	526
2025 Q3	$221K	Sell	1,590 -6,846	-81%	-$926K	0.01%	1075
2025 Q2	$1.14M	Buy	+8,436	New	+$1.14M	0.05%	405
2024 Q4	$287K	Buy	+2,089	New	+$306K	0.02%	612

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vise Technologies's XLV Position: Q2 2026 in Review

Vise Technologies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 372% in Q2 2026, buying an estimated $4.36M and bringing the position to 37,150 shares worth $5.89M. The position accounts for 0.07% of the portfolio, ranked #243.

Vise Technologies first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Vise Technologies held 37,150 shares of State Street Health Care Select Sector SPDR ETF worth $5.89M as of Q2 2026.
Vise Technologies bought 29,280 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.36M.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #243 holding.
Vise Technologies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.