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

Zacks 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	$222K	Sell	1,402 -1,322	-49%	-$197K	﹤0.01%	672
2026 Q1	$399K	Buy	2,724 +1,027	+61%	+$158K	﹤0.01%	525
2025 Q4	$263K	Buy	+1,697	New	+$254K	﹤0.01%	612
2025 Q3	–	Sell	-1,714	Closed	-$231K	–	850
2025 Q2	$231K	Buy	+1,714	New	+$231K	﹤0.01%	608
2024 Q3	–	Sell	-2,422	Closed	-$353K	–	781
2024 Q2	$353K	Buy	2,422 +663	+38%	+$95.1K	﹤0.01%	491
2024 Q1	$260K	Buy	+1,759	New	+$252K	﹤0.01%	566
2023 Q3	–	Sell	-1,561	Closed	-$207K	–	717
2023 Q2	$207K	Buy	+1,561	New	+$206K	﹤0.01%	595
2022 Q4	–	Sell	-1,719	Closed	-$208K	–	674
2022 Q3	$208K	Buy	+1,719	New	+$221K	﹤0.01%	533
2021 Q4	–	Sell	-5,502	Closed	-$700K	–	688
2021 Q3	$700K	Buy	+5,502	New	+$727K	0.01%	416

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

Zacks Investment Management's XLV Position: Q2 2026 in Review

Zacks Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 49% in Q2 2026, selling an estimated $197K and leaving 1,402 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Zacks Investment Management first reported a position in XLV in Q3 2021 and has held it in 9 quarters since. The position peaked at $700K in Q3 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Zacks Investment Management held 1,402 shares of State Street Health Care Select Sector SPDR ETF worth $222K as of Q2 2026.
Zacks Investment Management sold 1,322 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #672 holding.
Zacks Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
Zacks Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $700K in Q3 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.