Cliff Asness’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cliff Asness’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	$10.9M	Buy	68,459 +15,950	+30%	+$2.37M	﹤0.01%	1522
2026 Q1	$7.7M	Buy	52,509 +31,706	+152%	+$4.89M	﹤0.01%	1481
2025 Q4	$3.22M	Buy	20,803 +4,736	+29%	+$709K	﹤0.01%	1832
2025 Q3	$2.24M	Buy	16,067 +3,346	+26%	+$453K	﹤0.01%	1909
2025 Q2	$1.71M	Buy	12,721 +4,938	+63%	+$667K	﹤0.01%	1878
2025 Q1	$1.14M	Buy	7,783 +3,451	+80%	+$501K	﹤0.01%	1946
2024 Q4	$596K	Buy	+4,332	New	+$634K	﹤0.01%	2158

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

Cliff Asness's XLV Position: Q2 2026 in Review

Cliff Asness increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q2 2026, buying an estimated $2.37M and bringing the position to 68,459 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Cliff Asness first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,850 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cliff Asness held 68,459 shares of State Street Health Care Select Sector SPDR ETF worth $10.9M as of Q2 2026.
Cliff Asness bought 15,950 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.37M.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1522 holding.
Cliff Asness first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,850 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.