DDD Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

DDD Partners’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	$447K	Hold	2,816	–	–	0.03%	122
2026 Q1	$413K	Sell	2,816 -300	-10%	-$46.3K	0.03%	105
2025 Q4	$482K	Hold	3,116	–	–	0.03%	96
2025 Q3	$434K	Hold	3,116	–	–	0.03%	98
2025 Q2	$420K	Hold	3,116	–	–	0.05%	89
2025 Q1	$455K	Hold	3,116	–	–	0.06%	74
2024 Q4	$429K	Sell	3,116 -165	-5%	-$24.1K	0.05%	75
2024 Q3	$505K	Buy	3,281 +165	+5%	+$25K	0.05%	70
2024 Q2	$454K	Hold	3,116	–	–	0.05%	72
2024 Q1	$460K	Hold	3,116	–	–	0.06%	69
2023 Q4	$425K	Sell	3,116 -274	-8%	-$35.6K	0.06%	66
2023 Q3	$439K	Hold	3,390	–	–	0.06%	68
2023 Q2	$450K	Hold	3,390	–	–	0.06%	67
2023 Q1	$439K	Hold	3,390	–	–	0.07%	59
2022 Q4	$461K	Hold	3,390	–	–	0.07%	53
2022 Q3	$411K	Hold	3,390	–	–	0.07%	60
2022 Q2	$435K	Hold	3,390	–	–	0.08%	57
2022 Q1	$464K	Buy	3,390 +300	+10%	+$39.7K	0.06%	59
2021 Q4	$435K	Buy	+3,090	New	+$410K	0.06%	67

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

DDD Partners's XLV Position: Q2 2026 in Review

DDD Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,816 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #122.

DDD Partners first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $505K in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

DDD Partners held 2,816 shares of State Street Health Care Select Sector SPDR ETF worth $447K as of Q2 2026.
DDD Partners 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 0.03% of DDD Partners's portfolio in Q2 2026, its #122 holding.
DDD Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
DDD Partners's State Street Health Care Select Sector SPDR ETF position peaked at $505K in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.