Balyasny Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Balyasny Asset 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	$22.5M	Buy	153,400 +14,100	+10%	+$2.17M	0.03%	638
2025 Q4	$21.6M	Hold	139,300	–	–	0.03%	672
2025 Q3	$19.4M	Buy	139,300 +125,300	+895%	+$17M	0.02%	732
2025 Q2	$1.89M	Sell	14,000 -262,800	-95%	-$35.5M	﹤0.01%	1757
2025 Q1	$40.4M	Buy	276,800 +225,900	+444%	+$32.8M	0.07%	360
2024 Q4	$7M	Sell	50,900 -43,200	-46%	-$6.32M	0.01%	1115
2024 Q3	$14.5M	Buy	94,100 +45,100	+92%	+$6.84M	0.02%	774
2024 Q2	$7.14M	Sell	49,000 -27,600	-36%	-$3.96M	0.01%	1017
2024 Q1	$11.3M	Buy	76,600 +17,700	+30%	+$2.54M	0.02%	863
2023 Q4	$8.03M	Buy	58,900 +31,500	+115%	+$4.1M	0.02%	939
2023 Q3	$3.53M	Buy	27,400 +7,400	+37%	+$982K	0.01%	1221
2023 Q2	$2.65M	Buy	+20,000	New	+$2.64M	0.01%	1288
2022 Q2	–	Sell	-60,000	Closed	-$8.22M	–	3250
2022 Q1	$8.22M	Hold	60,000	–	–	0.03%	762
2021 Q4	$8.45M	Sell	60,000 -90,000	-60%	-$12M	0.03%	684
2021 Q3	$19.1M	Buy	+150,000	New	+$19.8M	0.08%	354

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 $424B AUM 22.96% 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

Balyasny Asset Management's XLV Position: Q1 2026 in Review

Balyasny Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 21,444 shares — an estimated $3.31M sold.

Balyasny Asset Management first reported a position in XLV in Q2 2013 and held it in 24 quarters. The position peaked at $55.3M in Q1 2023. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Balyasny Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 21,444 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.31M.
Balyasny Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and held it in 24 quarters.
Balyasny Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $55.3M in Q1 2023.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.