White Lighthouse Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

White Lighthouse Investment Management’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	$415K	Buy	2,613 +56	+2%	+$8.33K	0.05%	116
2026 Q1	$375K	Buy	2,557 +4	+0.2%	+$617	0.05%	113
2025 Q4	$395K	Buy	+2,553	New	+$382K	0.06%	110
2024 Q4	–	Sell	-1,850	Closed	-$285K	–	138
2024 Q3	$285K	Hold	1,850	–	–	0.05%	113
2024 Q2	$270K	Hold	1,850	–	–	0.05%	108
2024 Q1	$273K	Hold	1,850	–	–	0.06%	109
2023 Q4	$252K	Buy	+1,850	New	+$241K	0.06%	109

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

White Lighthouse Investment Management's XLV Position: Q2 2026 in Review

White Lighthouse Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q2 2026, buying an estimated $8.33K and bringing the position to 2,613 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #116.

White Lighthouse Investment Management first reported a position in XLV in Q4 2023 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

White Lighthouse Investment Management held 2,613 shares of State Street Health Care Select Sector SPDR ETF worth $415K as of Q2 2026.
White Lighthouse Investment Management bought 56 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.33K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of White Lighthouse Investment Management's portfolio in Q2 2026, its #116 holding.
White Lighthouse Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 7 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 White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.