Yelin Lapidot Holdings Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Yelin Lapidot Holdings 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	$1.35M	Hold	8,540	–	–	0.26%	55
2026 Q1	$1.25M	Hold	8,540	–	–	0.26%	57
2025 Q4	$1.32M	Hold	8,540	–	–	0.26%	58
2025 Q3	$1.19M	Hold	8,540	–	–	0.25%	58
2025 Q2	$1.15M	Sell	8,540 -166,589	-95%	-$22.5M	0.21%	59
2025 Q1	$25.6M	Sell	175,129 -510	-0.3%	-$74.1K	4.94%	4
2024 Q4	$24.2M	Sell	175,639 -2,270	-1%	-$332K	4.21%	5
2024 Q3	$27.4M	Sell	177,909 -2,490	-1%	-$377K	4.51%	5
2024 Q2	$26.3M	Hold	180,399	–	–	4.63%	5
2024 Q1	$26.7M	Hold	180,399	–	–	5.48%	4
2023 Q4	$24.6M	Sell	180,399 -27	-0%	-$3.51K	5.94%	4
2023 Q3	$23.4M	Buy	+180,426	New	+$24M	5.76%	5

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

Yelin Lapidot Holdings Management's XLV Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 8,540 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #55.

Yelin Lapidot Holdings Management first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.4M in Q3 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Yelin Lapidot Holdings Management held 8,540 shares of State Street Health Care Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Yelin Lapidot Holdings Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.26% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #55 holding.
Yelin Lapidot Holdings Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's State Street Health Care Select Sector SPDR ETF position peaked at $27.4M in Q3 2024.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.