Annis Gardner Whiting Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-135	Closed	-$19.8K	–	1278
2026 Q1	$19.8K	Hold	135	–	–	﹤0.01%	734
2025 Q4	$20.9K	Buy	135 +25	+23%	+$3.74K	﹤0.01%	650
2025 Q3	$15.3K	Sell	110 -371	-77%	-$50.2K	﹤0.01%	648
2025 Q2	$64.8K	Buy	+481	New	+$65K	0.02%	375

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

Annis Gardner Whiting Capital Advisors's XLV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 135 shares — an estimated $19.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XLV in Q2 2025 and held it in 4 quarters. The position peaked at $64.8K in Q2 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 135 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $64.8K in Q2 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.