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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,389
Closed -$631K 172
2026
Q1
$631K Buy
+4,389
New +$677K 0.03% 85
2025
Q4
Sell
-4,446
Closed -$619K 162
2025
Q3
$619K Buy
4,446
+108
+2% +$14.6K 0.03% 88
2025
Q2
$585K Buy
+4,338
New +$586K 0.03% 72
2025
Q1
Sell
-6,932
Closed -$954K 78
2024
Q4
$954K Buy
6,932
+2,173
+46% +$318K 0.07% 42
2024
Q3
$733K Buy
4,759
+1,798
+61% +$273K 0.05% 39
2024
Q2
$432K Sell
2,961
-1,558
-34% -$223K 0.03% 51
2024
Q1
$668K Buy
4,519
+1,558
+53% +$224K 0.05% 42
2023
Q4
$404K Buy
2,961
+176
+6% +$22.9K 0.04% 42
2023
Q3
$359K Buy
+2,785
New +$370K 0.04% 43

Other funds holding XLV

Elm Partners Management's XLV Position: Q2 2026 in Review

Elm Partners Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 4,389 shares — an estimated $631K sold.

Elm Partners Management first reported a position in XLV in Q3 2023 and held it in 9 quarters. The position peaked at $954K in Q4 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Elm Partners Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Elm Partners Management sold 4,389 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $631K.
  • Elm Partners Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and held it in 9 quarters.
  • Elm Partners Management's State Street Health Care Select Sector SPDR ETF position peaked at $954K in Q4 2024.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.