Bank Julius Baer & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bank Julius Baer & Co’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	$440K	Sell	3,000 -800	-21%	-$123K	﹤0.01%	444
2025 Q4	$588K	Hold	3,800	–	–	﹤0.01%	410
2025 Q3	$529K	Hold	3,800	–	–	﹤0.01%	411
2025 Q2	$512K	Hold	3,800	–	–	﹤0.01%	381
2025 Q1	$555K	Sell	3,800 -1,003	-21%	-$146K	﹤0.01%	352
2024 Q4	$729K	Buy	4,803 +332	+7%	+$48.6K	﹤0.01%	330
2024 Q3	$816K	Sell	4,471 -291	-6%	-$44.1K	﹤0.01%	299
2024 Q2	$772K	Sell	4,762 -538	-10%	-$77.2K	﹤0.01%	252
2024 Q1	$783K	Hold	5,300	–	–	﹤0.01%	284
2023 Q4	$723K	Sell	5,300 -65	-1%	-$8.46K	﹤0.01%	302
2023 Q3	$691K	Buy	5,365 +162	+3%	+$21.5K	﹤0.01%	291
2023 Q2	$691K	Sell	5,203 -97	-2%	-$12.8K	﹤0.01%	304
2023 Q1	$686K	Sell	5,300 -735	-12%	-$96K	﹤0.01%	313
2022 Q4	$820K	Buy	6,035 +49	+0.8%	+$6.49K	0.01%	289
2022 Q3	$725K	Sell	5,986 -1,055	-15%	-$136K	0.01%	296
2022 Q2	$903K	Buy	7,041 +23	+0.3%	+$3.02K	0.01%	289
2022 Q1	$961K	Sell	7,018 -522	-7%	-$69.1K	0.01%	285
2021 Q4	$1.06M	Sell	7,540 -20,513	-73%	-$2.72M	0.01%	344
2021 Q3	$3.57M	Buy	28,053 +5,044	+22%	+$667K	0.02%	213
2021 Q2	$2.9M	Sell	23,009 -657	-3%	-$80.5K	0.02%	245
2021 Q1	$2.76M	Sell	23,666 -2,101	-8%	-$243K	0.02%	240
2020 Q4	$2.92M	Buy	25,767 +2,102	+9%	+$229K	0.02%	229
2020 Q3	$2.5M	Buy	23,665 +17,365	+276%	+$1.83M	0.02%	207
2020 Q2	$630K	Sell	6,300 -699	-10%	-$69K	0.01%	329
2020 Q1	$620K	Buy	+6,999	New	+$680K	0.01%	291

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 $445B AUM 25.58% 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

Bank Julius Baer & Co's XLV Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q1 2026, selling an estimated $123K and leaving 3,000 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bank Julius Baer & Co first reported a position in XLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.57M in Q3 2021. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Bank Julius Baer & Co held 3,000 shares of State Street Health Care Select Sector SPDR ETF worth $440K as of Q1 2026.
Bank Julius Baer & Co sold 800 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $123K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #444 holding.
Bank Julius Baer & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Bank Julius Baer & Co's State Street Health Care Select Sector SPDR ETF position peaked at $3.57M in Q3 2021.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.