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F.L. Putnam Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

F.L. Putnam Investment Management’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 		$806K Buy
5,078
+259
+5% +$38.5K 0.01% 405
2026
Q1 		$706K Sell
4,819
-176
-4% -$27.1K 0.01% 372
2025
Q4 		$773K Buy
4,995
+2,307
+86% +$346K 0.01% 355
2025
Q3 		$374K Sell
2,688
-215
-7% -$29.1K 0.01% 467
2025
Q2 		$391K Sell
2,903
-525
-15% -$70.9K 0.01% 459
2025
Q1 		$501K Sell
3,428
-2,681
-44% -$389K 0.01% 417
2024
Q4 		$840K Buy
6,109
+1,796
+42% +$263K 0.02% 337
2024
Q3 		$664K Buy
4,313
+533
+14% +$80.8K 0.01% 389
2024
Q2 		$551K Buy
3,780
+1,700
+82% +$244K 0.01% 401
2024
Q1 		$307K Sell
2,080
-747
-26% -$107K 0.01% 417
2023
Q4 		$386K Sell
2,827
-3,339
-54% -$434K 0.01% 380
2023
Q3 		$794K Buy
6,166
+2,835
+85% +$376K 0.02% 283
2023
Q2 		$442K Buy
3,331
+569
+21% +$75K 0.01% 365
2023
Q1 		$358K Sell
2,762
-2,219
-45% -$290K 0.01% 344
2022
Q4 		$677K Buy
4,981
+2,701
+118% +$358K 0.02% 257
2022
Q3 		$276K Sell
2,280
-48
-2% -$6.18K 0.01% 346
2022
Q2 		$299K Buy
2,328
+457
+24% +$59.9K 0.01% 336
2022
Q1 		$256K Sell
1,871
-588
-24% -$77.8K 0.01% 366
2021
Q4 		$346K Buy
2,459
+517
+27% +$68.6K 0.01% 322
2021
Q3 		$247K Sell
1,942
-164
-8% -$21.7K 0.01% 362
2021
Q2 		$265K Sell
2,106
-749
-26% -$91.8K 0.01% 357
2021
Q1 		$333K Sell
2,855
-407
-12% -$47K 0.01% 288
2020
Q4 		$370K Sell
3,262
-25
-0.8% -$2.73K 0.02% 254
2020
Q3 		$347K Buy
3,287
+210
+7% +$22.1K 0.02% 236
2020
Q2 		$308K Sell
3,077
-115
-4% -$11.3K 0.02% 248
2020
Q1 		$283K Buy
3,192
+466
+17% +$45.3K 0.02% 240
2019
Q4 		$278K Sell
2,726
-452
-14% -$43.5K 0.02% 266
2019
Q3 		$286K Sell
3,178
-135
-4% -$12.3K 0.02% 246
2019
Q2 		$307K Sell
3,313
-245
-7% -$22K 0.02% 193
2019
Q1 		$326K Buy
3,558
+1,010
+40% +$91.1K 0.03% 188
2018
Q4 		$220K Buy
+2,548
New +$231K 0.02% 206

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

F.L. Putnam Investment Management's XLV Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.4% in Q2 2026, buying an estimated $38.5K and bringing the position to 5,078 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #405.

F.L. Putnam Investment Management first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $840K in Q4 2024. 1,322 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • F.L. Putnam Investment Management held 5,078 shares of State Street Health Care Select Sector SPDR ETF worth $806K as of Q2 2026.
  • F.L. Putnam Investment Management bought 259 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $38.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #405 holding.
  • F.L. Putnam Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • F.L. Putnam Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $840K in Q4 2024.
  • 1,322 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.