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

Dimension 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	$557K	Hold	3,508	–	–	0.07%	90
2026 Q1	$514K	Buy	3,508 +1,121	+47%	+$173K	0.07%	79
2025 Q4	$370K	Buy	2,387 +163	+7%	+$24.4K	0.05%	88
2025 Q3	$310K	Hold	2,224	–	–	0.04%	93
2025 Q2	$300K	Buy	+2,224	New	+$300K	0.05%	92
2023 Q3	–	Sell	-2,110	Closed	-$280K	–	111
2023 Q2	$280K	Buy	+2,110	New	+$278K	0.06%	76
2021 Q2	–	Sell	-2,755	Closed	-$321K	–	116
2021 Q1	$321K	Buy	+2,755	New	+$318K	0.08%	86

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

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

Dimension Capital Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,508 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #90.

Dimension Capital Management first reported a position in XLV in Q1 2021 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Dimension Capital Management held 3,508 shares of State Street Health Care Select Sector SPDR ETF worth $557K as of Q2 2026.
Dimension Capital Management 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 0.07% of Dimension Capital Management's portfolio in Q2 2026, its #90 holding.
Dimension Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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