Wealth Architects’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealth Architects’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	$327K	Buy	2,061 +400	+24%	+$59.5K	0.03%	180
2026 Q1	$244K	Buy	1,661 +100	+6%	+$15.4K	0.02%	206
2025 Q4	$242K	Sell	1,561 -129	-8%	-$19.3K	0.02%	205
2025 Q3	$235K	Hold	1,690	–	–	0.02%	202
2025 Q2	$228K	Hold	1,690	–	–	0.02%	200
2025 Q1	$247K	Buy	1,690 +182	+12%	+$26.4K	0.03%	193
2024 Q4	$207K	Hold	1,508	–	–	0.02%	205
2024 Q3	$232K	Hold	1,508	–	–	0.03%	192
2024 Q2	$220K	Sell	1,508 -169	-10%	-$24.2K	0.03%	192
2024 Q1	$248K	Buy	1,677 +8	+0.5%	+$1.15K	0.03%	175
2023 Q4	$228K	Hold	1,669	–	–	0.03%	175
2023 Q3	$215K	Hold	1,669	–	–	0.04%	172
2023 Q2	$222K	Hold	1,669	–	–	0.04%	170
2023 Q1	$216K	Sell	1,669 -75	-4%	-$9.8K	0.04%	168
2022 Q4	$237K	Hold	1,744	–	–	0.04%	152
2022 Q3	$211K	Buy	1,744 +17	+1%	+$2.19K	0.04%	157
2022 Q2	$221K	Sell	1,727 -14	-0.8%	-$1.83K	0.04%	162
2022 Q1	$238K	Sell	1,741 -29	-2%	-$3.84K	0.04%	172
2021 Q4	$249K	Sell	1,770 -344	-16%	-$45.7K	0.04%	164
2021 Q3	$269K	Buy	2,114 +62	+3%	+$8.19K	0.05%	150
2021 Q2	$258K	Buy	+2,052	New	+$251K	0.05%	151

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

Wealth Architects's XLV Position: Q2 2026 in Review

Wealth Architects increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q2 2026, buying an estimated $59.5K and bringing the position to 2,061 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #180.

Wealth Architects first reported a position in XLV in Q2 2021 and has held it in 21 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wealth Architects held 2,061 shares of State Street Health Care Select Sector SPDR ETF worth $327K as of Q2 2026.
Wealth Architects bought 400 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $59.5K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #180 holding.
Wealth Architects first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 21 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 Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.