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ES4 LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

ES4 LLC’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 		$6.06M Buy
38,218
+9,202
+32% +$1.37M 3.19% 9
2026
Q1 		$4.25M Buy
29,016
+8,431
+41% +$1.3M 2.75% 11
2025
Q4 		$3.19M Buy
+20,585
New +$3.08M 2.2% 12

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

ES4 LLC's XLV Position: Q2 2026 in Review

ES4 LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 32% in Q2 2026, buying an estimated $1.37M and bringing the position to 38,218 shares worth $6.06M. The position accounts for 3.19% of the portfolio, ranked #9.

ES4 LLC first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • ES4 LLC held 38,218 shares of State Street Health Care Select Sector SPDR ETF worth $6.06M as of Q2 2026.
  • ES4 LLC bought 9,202 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37M.
  • State Street Health Care Select Sector SPDR ETF made up 3.19% of ES4 LLC's portfolio in Q2 2026, its #9 holding.
  • ES4 LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on ES4 LLC's 13F filing for Q2 2026, filed 29 Jul 2026.