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

Crew Capital 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	$4.86M	Buy	30,619 +1,579	+5%	+$235K	2.65%	6
2026 Q1	$4.26M	Sell	29,040 -506	-2%	-$78.1K	2.82%	6
2025 Q4	$4.57M	Buy	29,546 +1,508	+5%	+$226K	2.88%	7
2025 Q3	$3.9M	Buy	28,038 +485	+2%	+$65.6K	2.61%	7
2025 Q2	$3.71M	Buy	27,553 +15,221	+123%	+$2.06M	2.66%	7
2025 Q1	$1.8M	Buy	12,332 +277	+2%	+$40.2K	1.47%	10
2024 Q4	$1.66M	Sell	12,055 -728	-6%	-$107K	1.37%	11
2024 Q3	$1.97M	Sell	12,783 -1,174	-8%	-$178K	1.57%	10
2024 Q2	$2.03M	Sell	13,957 -3,691	-21%	-$529K	1.63%	10
2024 Q1	$2.61M	Sell	17,648 -13,889	-44%	-$1.99M	2.11%	10
2023 Q4	$4.3M	Buy	31,537 +1,249	+4%	+$162K	4.38%	8
2023 Q3	$3.9M	Buy	30,288 +10,615	+54%	+$1.41M	4.2%	8
2023 Q2	$2.61M	Buy	19,673 +14,311	+267%	+$1.89M	2.97%	9
2023 Q1	$694K	Buy	5,362 +3,441	+179%	+$449K	1%	29
2022 Q4	$261K	Buy	1,921 +118	+7%	+$15.6K	0.37%	78
2022 Q3	$218K	Buy	+1,803	New	+$232K	0.3%	88
2022 Q2	–	Sell	-1,558	Closed	-$213K	–	110
2022 Q1	$213K	Buy	1,558 +100	+7%	+$13.2K	0.21%	104
2021 Q4	$205K	Buy	+1,458	New	+$194K	0.17%	110
2021 Q3	–	Sell	-1,658	Closed	-$209K	–	105
2021 Q2	$209K	Buy	+1,658	New	+$203K	0.2%	99

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

Crew Capital Management's XLV Position: Q2 2026 in Review

Crew Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.4% in Q2 2026, buying an estimated $235K and bringing the position to 30,619 shares worth $4.86M. The position accounts for 2.65% of the portfolio, ranked #6.

Crew Capital Management first reported a position in XLV in Q2 2021 and has held it in 19 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Crew Capital Management held 30,619 shares of State Street Health Care Select Sector SPDR ETF worth $4.86M as of Q2 2026.
Crew Capital Management bought 1,579 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $235K.
State Street Health Care Select Sector SPDR ETF made up 2.65% of Crew Capital Management's portfolio in Q2 2026, its #6 holding.
Crew Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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