XLV
SPDR Select Sector Fund - Health Care
Listed by 13 members on their latest annual reports (27 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Bill Foster IL-11 | Joint | SPDR Select Sector Fund - Health Care (XLV) EF | $500,001 - $1,000,000 | April 18, 2026 filing 10074956, p. 3 |
| Rick W. Allen GA-12 | Spouse | R.W. Allen & Associates, Inc. ⇒ RWA&A - Securities ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $50,001 - $100,000 | August 11, 2026 filing 10074380, p. 11 |
| Christopher R. Deluzio PA-17 | Spouse | JPM SEP IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $50,001 - $100,000 | August 5, 2026 filing 10074671, p. 10 |
| Rick W. Allen GA-12 | Member | IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 5 |
| Rick W. Allen GA-12 | Spouse | LIVTR ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 11, 2026 filing 10074380, p. 7 |
| Christopher R. Deluzio PA-17 | Spouse | JPM - IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 5, 2026 filing 10074671, p. 7 |
| Christopher R. Deluzio PA-17 | Member | JPM - JPMS LLC IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 5, 2026 filing 10074671, p. 7 |
| Christopher R. Deluzio PA-17 | Spouse | JPM - Roth IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 5, 2026 filing 10074671, p. 8 |
| Christopher R. Deluzio PA-17 | Member | JPM Roth IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | August 5, 2026 filing 10074671, p. 10 |
| Grace Meng NY-6 | Spouse | Etrade Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $15,001 - $50,000 | June 22, 2026 filing 10075835, p. 3 |
| Robert J. Wittman VA-1 | Member | Morgan Stanley INH IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $15,001 - $50,000 | August 12, 2026 filing 10077609, p. 8 |
| Rick W. Allen GA-12 | Spouse | CONT IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 11, 2026 filing 10074380, p. 2 |
| Rick W. Allen GA-12 | Spouse | INIRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 11, 2026 filing 10074380, p. 4 |
| Christopher R. Deluzio PA-17 | Spouse | Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 5, 2026 filing 10074671, p. 2 |
| Christopher R. Deluzio PA-17 | Member | Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 5, 2026 filing 10074671, p. 4 |
| Christopher R. Deluzio PA-17 | Member | JPM - Rollover IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 5, 2026 filing 10074671, p. 8 |
| Christopher R. Deluzio PA-17 | Spouse | JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 5, 2026 filing 10074671, p. 9 |
| Lizzie Fletcher TX-7 | Member | Filer Brokerage Account (FI) ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 4 |
| Lizzie Fletcher TX-7 | Joint | Joint Brokerage Accounts (FI) ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 8 |
| Lizzie Fletcher TX-7 | Spouse | Spouse Brokerage Account ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 11 |
| Harriet M. Hageman WY | Member | RBC Wealth Management ⇒ RBC 2 ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076067, p. 14 |
| Richard Hudson NC-9 | Member | Charles Schwab Contributary IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | June 29, 2026 filing 10081164, p. 2 |
| Brian Jack GA-3 | Member | Merrill Lynch Cash Management Account ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | August 13, 2026 filing 10077024, p. 3 |
| Morgan Luttrell TX-8 | Member | Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ Health Care Select Sector SPDR Fund (XLV) MF | $1,001 - $15,000 | August 13, 2026 filing 10081366, p. 3 |
| Nicole Malliotakis NY-11 | Member | State Street Health Care Select Sector SPDR ETF (XLV) EF | $1,001 - $15,000 | August 7, 2026 filing 10076820, p. 3 |
| John H. Rutherford FL-5 | Member | Premiere Select IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | May 14, 2026 filing 10076796, p. 2 |
| Michael R. Turner OH-10 | Member | IRA 9527 ⇒ SPDR Select Sector Fund - Health Care (XLV) EF | $1,001 - $15,000 | May 15, 2026 filing 10075610, p. 3 |
Not counted: 3 more members list it valued “None”, the category for no value at the end of the period: Joe Courtney, Mike Haridopolos, Morgan McGarvey.
How the count is made: see Most held.