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Chicago Partners Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Chicago Partners Investment Group’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 		$890K Sell
5,510
-440
-7% -$65.5K 0.02% 713
2026
Q1 		$871K Buy
5,950
+168
+3% +$25.9K 0.02% 610
2025
Q4 		$911K Sell
5,782
-84
-1% -$12.6K 0.02% 500
2025
Q3 		$853K Buy
5,866
+691
+13% +$93.5K 0.02% 473
2025
Q2 		$705K Buy
5,175
+57
+1% +$7.7K 0.02% 479
2025
Q1 		$693K Buy
5,118
+878
+21% +$128K 0.02% 434
2024
Q4 		$595K Sell
4,240
-10
-0.2% -$1.46K 0.02% 455
2024
Q3 		$639K Buy
4,250
+7
+0.2% +$1.06K 0.02% 429
2024
Q2 		$637K Buy
4,243
+7
+0.2% +$1K 0.02% 412
2024
Q1 		$599K Buy
4,236
+6
+0.1% +$861 0.03% 403
2023
Q4 		$587K Buy
4,230
+1,057
+33% +$138K 0.03% 390
2023
Q3 		$404K Sell
3,173
-195
-6% -$25.9K 0.02% 453
2023
Q2 		$450K Buy
3,368
+505
+18% +$66.6K 0.02% 439
2023
Q1 		$387K Buy
2,863
+7
+0.2% +$914 0.02% 446
2022
Q4 		$379K Sell
2,856
-257
-8% -$34.1K 0.02% 437
2022
Q3 		$412K Buy
3,113
+332
+12% +$42.8K 0.03% 377
2022
Q2 		$368K Buy
2,781
+4
+0.1% +$524 0.03% 397
2022
Q1 		$355K Buy
2,777
+410
+17% +$54.3K 0.03% 390
2021
Q4 		$305K Sell
2,367
-64
-3% -$8.5K 0.02% 436
2021
Q3 		$324K Buy
2,431
+71
+3% +$9.38K 0.02% 424
2021
Q2 		$308K Sell
2,360
-610
-21% -$74.8K 0.02% 417
2021
Q1 		$366K Buy
2,970
+317
+12% +$36.6K 0.03% 357
2020
Q4 		$312K Buy
2,653
+261
+11% +$28.5K 0.03% 361
2020
Q3 		$251K Sell
2,392
-107
-4% -$11.3K 0.03% 346
2020
Q2 		$265K Buy
2,499
+5
+0.2% +$493 0.03% 311
2020
Q1 		$251K Sell
2,494
-354
-12% -$34.4K 0.04% 284
2019
Q4 		$298K Buy
2,848
+112
+4% +$10.8K 0.04% 286
2019
Q3 		$252K Buy
+2,736
New +$250K 0.04% 288
2018
Q4 		– Sell
-118
Closed -$10K – 933
2018
Q3 		$10K Buy
+118
New +$10.7K ﹤0.01% 828
2017
Q1 		– Sell
-454
Closed -$31K – 608
2016
Q4 		$31K Buy
+454
New +$31.5K 0.01% 340
2016
Q1 		– Sell
-7,186
Closed -$518K – 493
2015
Q4 		$518K Buy
+7,186
New +$508K 0.25% 72

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Chicago Partners Investment Group's XLV Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q2 2026, selling an estimated $65.5K and leaving 5,510 shares worth $890K. The position accounts for 0.02% of the portfolio, ranked #713.

Chicago Partners Investment Group first reported a position in XLV in Q4 2015 and has held it in 31 quarters since. The position peaked at $911K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Chicago Partners Investment Group held 5,510 shares of State Street Health Care Select Sector SPDR ETF worth $890K as of Q2 2026.
  • Chicago Partners Investment Group sold 440 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #713 holding.
  • Chicago Partners Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 31 quarters since.
  • Chicago Partners Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $911K in Q4 2025.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.