Caldwell Sutter Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Caldwell Sutter Capital’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	$63.8K	Hold	402	–	–	0.02%	370
2026 Q1	$58.9K	Hold	402	–	–	0.02%	361
2025 Q4	$62.2K	Hold	402	–	–	0.03%	337
2025 Q3	$55.9K	Hold	402	–	–	0.02%	354
2025 Q2	$54.2K	Buy	402 +64	+19%	+$8.64K	0.02%	346
2025 Q1	$49.4K	Hold	338	–	–	0.02%	356
2024 Q4	$46.5K	Hold	338	–	–	0.02%	368
2024 Q3	$52.1K	Hold	338	–	–	0.02%	352
2024 Q2	$49.3K	Hold	338	–	–	0.02%	357
2024 Q1	$49.9K	Hold	338	–	–	0.02%	351
2023 Q4	$46.1K	Buy	338 +2	+0.6%	+$260	0.02%	344
2023 Q3	$43.3K	Buy	336 +74	+28%	+$9.82K	0.02%	338
2023 Q2	$34.8K	Buy	262 +75	+40%	+$9.89K	0.02%	367
2023 Q1	$24.2K	Buy	+187	New	+$24.4K	0.02%	319

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 22.96% 1-Year Est. Return

HIIFS

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

Caldwell Sutter Capital's XLV Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 402 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #370.

Caldwell Sutter Capital first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Caldwell Sutter Capital held 402 shares of State Street Health Care Select Sector SPDR ETF worth $63.8K as of Q2 2026.
Caldwell Sutter Capital 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 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #370 holding.
Caldwell Sutter Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.