Cheviot Value Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cheviot Value 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	$168K	Hold	1,056	–	–	0.02%	139
2026 Q1	$155K	Hold	1,056	–	–	0.02%	137
2025 Q4	$163K	Hold	1,056	–	–	0.02%	140
2025 Q3	$154K	Hold	1,056	–	–	0.02%	149
2025 Q2	$137K	Sell	1,056 -478	-31%	-$64.5K	0.02%	134
2025 Q1	$212K	Buy	+1,534	New	+$223K	0.03%	103

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

Cheviot Value Management's XLV Position: Q2 2026 in Review

Cheviot Value Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,056 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #139.

Cheviot Value Management first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $212K in Q1 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cheviot Value Management held 1,056 shares of State Street Health Care Select Sector SPDR ETF worth $168K as of Q2 2026.
Cheviot Value 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 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #139 holding.
Cheviot Value Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's State Street Health Care Select Sector SPDR ETF position peaked at $212K in Q1 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.