B&D White Capital Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

B&D White Capital Company’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	$268K	Buy	+1,829	New	+$282K	0.03%	68
2025 Q1	–	Sell	-2,909	Closed	-$400K	–	80
2024 Q4	$400K	Sell	2,909 -22,314	-88%	-$3.27M	0.07%	52
2024 Q3	$3.88M	Buy	25,223 +6,492	+35%	+$984K	0.67%	22
2024 Q2	$2.73M	Sell	18,731 -12,606	-40%	-$1.81M	0.57%	14
2024 Q1	$4.63M	Buy	31,337 +1,625	+5%	+$233K	1.03%	15
2023 Q4	$4.05M	Buy	+29,712	New	+$3.87M	1.26%	19
2023 Q2	–	Sell	-23,402	Closed	-$3.03M	–	76
2023 Q1	$3.03M	Buy	23,402 +277	+1%	+$36.2K	1.03%	19
2022 Q4	$3.14M	Buy	23,125 +2,317	+11%	+$307K	0.79%	23
2022 Q3	$2.52M	Buy	20,808 +509	+3%	+$65.6K	0.94%	17
2022 Q2	$2.6M	Buy	+20,299	New	+$2.66M	1.11%	17

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

B&D White Capital Company's XLV Position: Q1 2026 in Review

B&D White Capital Company opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 1,829 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #68 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in XLV as recently as Q4 2024.

B&D White Capital Company first reported a position in XLV in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.63M in Q1 2024. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

B&D White Capital Company held 1,829 shares of State Street Health Care Select Sector SPDR ETF worth $268K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new B&D White Capital Company position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of B&D White Capital Company's portfolio in Q1 2026, its #68 holding.
B&D White Capital Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
B&D White Capital Company's State Street Health Care Select Sector SPDR ETF position peaked at $4.63M in Q1 2024.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.