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

Bellevue 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 Q2	$62K	Hold	391	–	–	0.03%	153
2026 Q1	$57.3K	Hold	391	–	–	0.03%	152
2025 Q4	$60.5K	Hold	391	–	–	0.02%	140
2025 Q3	$54.4K	Hold	391	–	–	0.03%	148
2025 Q2	$52.7K	Hold	391	–	–	0.03%	154
2025 Q1	$57.1K	Hold	391	–	–	0.03%	141
2024 Q4	$53.8K	Hold	391	–	–	0.03%	151
2024 Q3	$60.2K	Hold	391	–	–	0.03%	141
2024 Q2	$57K	Hold	391	–	–	0.03%	138
2024 Q1	$57.8K	Hold	391	–	–	0.03%	136
2023 Q4	$53.3K	Hold	391	–	–	0.05%	143
2023 Q3	$50.3K	Hold	391	–	–	0.03%	138
2023 Q2	$51.9K	Hold	391	–	–	0.03%	144
2023 Q1	$50.6K	Hold	391	–	–	0.03%	145
2022 Q4	$52.7K	Hold	391	–	–	0.04%	145
2022 Q3	$48K	Hold	391	–	–	0.04%	155
2022 Q2	$50K	Hold	391	–	–	0.04%	159
2022 Q1	$54K	Hold	391	–	–	0.03%	163
2021 Q4	$55K	Hold	391	–	–	0.03%	169
2021 Q3	$50K	Hold	391	–	–	0.03%	176
2021 Q2	$49K	Hold	391	–	–	0.03%	178
2021 Q1	$46K	Hold	391	–	–	0.03%	179
2020 Q4	$46K	Hold	391	–	–	0.03%	182
2020 Q3	$41K	Sell	391 -100	-20%	-$10.5K	0.03%	182
2020 Q2	$49K	Hold	491	–	–	0.05%	157
2020 Q1	$50K	Buy	491 +100	+26%	+$9.71K	0.05%	166
2019 Q4	$40K	Buy	+391	New	+$37.6K	0.03%	178

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bellevue Asset Management's XLV Position: Q2 2026 in Review

Bellevue Asset Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 391 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #153.

Bellevue Asset Management first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bellevue Asset Management held 391 shares of State Street Health Care Select Sector SPDR ETF worth $62K as of Q2 2026.
Bellevue Asset Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Bellevue Asset Management's portfolio in Q2 2026, its #153 holding.
Bellevue Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.