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

Cornerstone 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	$639K	Buy	+4,025	New	+$599K	0.06%	80
2025 Q1	–	Sell	-1,953	Closed	-$269K	–	105
2024 Q4	$269K	Hold	1,953	–	–	0.03%	91
2024 Q3	$301K	Hold	1,953	–	–	0.03%	94
2024 Q2	$285K	Sell	1,953 -5,460	-74%	-$783K	0.03%	88
2024 Q1	$1.1M	Sell	7,413 -2,060	-22%	-$296K	0.11%	58
2023 Q4	$1.29M	Buy	+9,473	New	+$1.23M	0.14%	54

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

Cornerstone Capital's XLV Position: Q2 2026 in Review

Cornerstone Capital opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 4,025 shares worth $639K. The stake represents 0.06% of the portfolio and ranks #80 among its holdings. This is a return to the name: Cornerstone Capital previously reported a position in XLV as recently as Q4 2024.

Cornerstone Capital first reported a position in XLV in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2023. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cornerstone Capital held 4,025 shares of State Street Health Care Select Sector SPDR ETF worth $639K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Cornerstone Capital position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Cornerstone Capital's portfolio in Q2 2026, its #80 holding.
Cornerstone Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
Cornerstone Capital's State Street Health Care Select Sector SPDR ETF position peaked at $1.29M in Q4 2023.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Capital's 13F filing for Q2 2026, filed 3 Aug 2026.