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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Equitable Holdings's XLV Position: Q1 2026 in Review

Equitable Holdings increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.3% in Q1 2026, buying an estimated $2.37M and bringing the position to 201,041 shares worth $31M. The position accounts for 0.2% of the portfolio, ranked #107.

Equitable Holdings first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.6M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Equitable Holdings held 201,041 shares of State Street Health Care Select Sector SPDR ETF worth $31M as of Q1 2026.
Equitable Holdings bought 15,376 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.37M.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Equitable Holdings's portfolio in Q1 2026, its #107 holding.
Equitable Holdings first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Equitable Holdings's State Street Health Care Select Sector SPDR ETF position peaked at $31.6M in Q3 2025.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.