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

DSG Capital Advisors’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	$278K	Sell	1,755 -180	-9%	-$26.8K	0.04%	107
2026 Q1	$284K	Sell	1,935 -50	-3%	-$7.71K	0.05%	113
2025 Q4	$312K	Buy	1,985 +80	+4%	+$12K	0.05%	106
2025 Q3	$265K	Hold	1,905	–	–	0.04%	112
2025 Q2	$257K	Hold	1,905	–	–	0.05%	111
2025 Q1	$278K	Hold	1,905	–	–	0.06%	110
2024 Q4	$262K	Buy	+1,905	New	+$279K	0.05%	112

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

DSG Capital Advisors's XLV Position: Q2 2026 in Review

DSG Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.3% in Q2 2026, selling an estimated $26.8K and leaving 1,755 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #107.

DSG Capital Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

DSG Capital Advisors held 1,755 shares of State Street Health Care Select Sector SPDR ETF worth $278K as of Q2 2026.
DSG Capital Advisors sold 180 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $26.8K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of DSG Capital Advisors's portfolio in Q2 2026, its #107 holding.
DSG Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
DSG Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $312K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.