Berbice Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,700
Closed -$249K 165
2026
Q1
$249K Buy
1,700
+500
+42% +$77.1K 0.16% 46
2025
Q4
$186K Buy
+1,200
New +$180K 0.11% 56
2025
Q2
Sell
-400
Closed -$58.4K 196
2025
Q1
$58.4K Buy
+400
New +$58.1K 0.05% 76

Other funds holding XLV

Berbice Capital Management's XLV Position: Q2 2026 in Review

Berbice Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,700 shares — an estimated $249K sold.

Berbice Capital Management first reported a position in XLV in Q1 2025 and held it in 3 quarters. The position peaked at $249K in Q1 2026. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Berbice Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 1,700 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
  • Berbice Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
  • Berbice Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $249K in Q1 2026.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.