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

Axiom 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 Q1	$24.9K	Buy	+170	New	+$26.2K	0.02%	258
2022 Q4	–	Sell	-13	Closed	-$2K	–	438
2022 Q3	$2K	Buy	+13	New	+$1.68K	﹤0.01%	351
2019 Q4	–	Sell	-4,084	Closed	-$369K	–	222
2019 Q3	$369K	Sell	4,084 -733	-15%	-$66.9K	0.28%	95
2019 Q2	$447K	Buy	4,817 +4,017	+502%	+$361K	0.08%	229
2019 Q1	$75K	Buy	+800	New	+$72.1K	0.01%	390

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Axiom Investment Management's XLV Position: Q1 2026 in Review

Axiom Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 170 shares worth $24.9K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in XLV as recently as Q3 2022.

Axiom Investment Management first reported a position in XLV in Q1 2019 and has held it in 5 quarters since. The position peaked at $447K in Q2 2019. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Axiom Investment Management held 170 shares of State Street Health Care Select Sector SPDR ETF worth $24.9K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Axiom Investment Management position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #258 holding.
Axiom Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 5 quarters since.
Axiom Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $447K in Q2 2019.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.