No tech, no problem. Dow makes record and traders think these stocks can lead now

Traders bought about 5,300 calls in the State Street Health Care Select Sector SPDR ETF (XLV) on Thursday, compared to just over 1,000 puts, according to data from ThinkOrSwim.

CNBC • Jun 5, 2026

Healthcare Giants or Medical Innovators? XLV and PINK Are Built for Different Investors.

The Simplify Health Care ETF has significantly outperformed the State Street Health Care Select Sector SPDR ETF on a 1-year total return basis. The State Street Health Care Select Sector SPDR ETF maintains significantly larger assets under management and a slightly higher number of holdings.

The Motley Fool • Jun 5, 2026

Too Much Tech in Your Portfolio? ETFs to Help You Diversify

The recent rotation out of AI-linked stocks highlights the risks of a narrow market rally. As concentration risk rises, defensive ETFs could help investors build more resilient portfolios.

Zacks Investment Research • Jun 5, 2026

Humana Jumps 6%, UnitedHealth Climbs 5%, Cigna Rises 4% as Analysts Cheer Softer Medical Cost Trends

Health insurers are running higher in Thursday afternoon trading after a wave of bullish Wall Street analyst notes on the managed-care sector, centered on UnitedHealth, citing softer medical cost and utilization trends plus potential AI efficiency upside.

24/7 Wall Street • Jun 4, 2026

SPDR Sector ETFs: Tech Leads May Rally

Just three SPDR sector ETFs ended May in positive territory as an artificial intelligence-driven surge in technology stocks helped to carry the S&P 500 to a 5.1% gain for the month, even as eight of the index's 11 sectors finished lower.

ETF Trends • Jun 4, 2026

Healthcare ETFs to Buy as Eli Lily Steps Into Vaccine Market With $4B Bet

LLY's $4B vaccine push is boosting interest in healthcare ETFs like IHE with heavy exposure to the drugmaker.

Zacks Investment Research • May 29, 2026

Healthcare Stocks Are on Fire -- Don't Miss These Opportunities

Innovation, regulatory policy, and demographics are driving healthcare stocks higher. Healthcare companies have also posted strong first-quarter results.

The Motley Fool • May 22, 2026

When 2022 Tore Through the S&P 500, This Healthcare ETF Barely Flinched. Why Isn't It in More Retirement Accounts?

Tony Dong is the founder of ETF Portfolio Blueprint.

24/7 Wall Street • May 20, 2026

How I Would Build A Near-Perfect 8%-Yielding Retirement Portfolio Right Now

There are several different paths to retiring on dividends. However, they all have major drawbacks. I share an approach that I have honed over time that seeks to bring out the best of each strategy and minimize its deficiencies.

Seeking Alpha • May 18, 2026

Why the Healthcare Sector Warrants Concentrated Exposure

Sure, portfolio diversification may be important, but some equity sectors currently look a bit more promising than others. Key Takeaways: Diversification may be a valuable portfolio approach, but individual equity sectors like healthcare may warrant concentrated exposure.

ETF Trends • May 13, 2026