Equitable Holdings’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Equitable Holdings’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	$25.8M	Sell	162,794 -38,247	-19%	-$5.69M	0.15%	134
2026 Q1	$31M	Buy	201,041 +15,376	+8%	+$2.37M	0.2%	107
2025 Q4	$28.7M	Sell	185,665 -41,210	-18%	-$6.17M	0.2%	113
2025 Q3	$31.6M	Buy	226,875 +59,041	+35%	+$7.99M	0.23%	94
2025 Q2	$22.6M	Buy	167,834 +20,258	+14%	+$2.74M	0.19%	111
2025 Q1	$21.5M	Buy	147,576 +1,731	+1%	+$251K	0.2%	105
2024 Q4	$20.1M	Sell	145,845 -54,674	-27%	-$8M	0.19%	102
2024 Q3	$30.9M	Buy	200,519 +1,717	+0.9%	+$260K	0.3%	75
2024 Q2	$29M	Buy	198,802 +65,627	+49%	+$9.41M	0.3%	72
2024 Q1	$19.7M	Sell	133,175 -12,747	-9%	-$1.83M	0.22%	89
2023 Q4	$19.9M	Buy	145,922 +13,679	+10%	+$1.78M	0.25%	84
2023 Q3	$17M	Buy	132,243 +19,334	+17%	+$2.57M	0.24%	87
2023 Q2	$15M	Buy	112,909 +28,608	+34%	+$3.77M	0.22%	90
2023 Q1	$10.9M	Buy	84,301 +12,062	+17%	+$1.58M	0.17%	101
2022 Q4	$9.81M	Buy	72,239 +16,208	+29%	+$2.15M	0.17%	98
2022 Q3	$6.79M	Buy	56,031 +3,220	+6%	+$415K	0.13%	120
2022 Q2	$6.77M	Sell	52,811 -10,744	-17%	-$1.41M	0.13%	118
2022 Q1	$8.71M	Buy	63,555 +2,594	+4%	+$343K	0.14%	106
2021 Q4	$8.59M	Buy	60,961 +19,580	+47%	+$2.6M	0.14%	108
2021 Q3	$5.27M	Buy	41,381 +2,542	+7%	+$336K	0.09%	142
2021 Q2	$4.89M	Sell	38,839 -2,451	-6%	-$300K	0.08%	145
2021 Q1	$4.82M	Buy	41,290 +3,814	+10%	+$440K	0.1%	137
2020 Q4	$4.25M	Buy	37,476 +1,675	+5%	+$183K	0.1%	142
2020 Q3	$3.78M	Buy	35,801 +1,128	+3%	+$119K	0.1%	129
2020 Q2	$3.47M	Buy	34,673 +1,634	+5%	+$161K	0.1%	127
2020 Q1	$2.93M	Sell	33,039 -17,133	-34%	-$1.66M	0.11%	122
2019 Q4	$5.11M	Buy	+50,172	New	+$4.82M	0.15%	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

Equitable Holdings's XLV Position: Q2 2026 in Review

Equitable Holdings reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, selling an estimated $5.69M and leaving 162,794 shares worth $25.8M. The position accounts for 0.15% of the portfolio, ranked #134.

Equitable Holdings first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.6M in Q3 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Equitable Holdings held 162,794 shares of State Street Health Care Select Sector SPDR ETF worth $25.8M as of Q2 2026.
Equitable Holdings sold 38,247 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.69M.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Equitable Holdings's portfolio in Q2 2026, its #134 holding.
Equitable Holdings first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's State Street Health Care Select Sector SPDR ETF position peaked at $31.6M in Q3 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.