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

Family 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	$164K	Hold	1,031	–	–	0.02%	282
2026 Q1	$151K	Hold	1,031	–	–	0.02%	260
2025 Q4	$160K	Hold	1,031	–	–	0.02%	238
2025 Q3	$143K	Sell	1,031 -1,002	-49%	-$136K	0.02%	221
2025 Q2	$274K	Hold	2,033	–	–	0.04%	158
2025 Q1	$297K	Hold	2,033	–	–	0.05%	140
2024 Q4	$280K	Sell	2,033 -1,005	-33%	-$147K	0.04%	139
2024 Q3	$468K	Hold	3,038	–	–	0.08%	119
2024 Q2	$443K	Hold	3,038	–	–	0.08%	108
2024 Q1	$449K	Hold	3,038	–	–	0.08%	105
2023 Q4	$414K	Hold	3,038	–	–	0.09%	99
2023 Q3	$391K	Hold	3,038	–	–	0.09%	88
2023 Q2	$403K	Hold	3,038	–	–	0.09%	90
2023 Q1	$393K	Hold	3,038	–	–	0.09%	81
2022 Q4	$413K	Buy	3,038 +1,036	+52%	+$137K	0.1%	93
2022 Q3	$242K	Hold	2,002	–	–	0.06%	118
2022 Q2	$257K	Hold	2,002	–	–	0.07%	127
2022 Q1	$274K	Hold	2,002	–	–	0.08%	134
2021 Q4	$282K	Hold	2,002	–	–	0.07%	139
2021 Q3	$255K	Hold	2,002	–	–	0.07%	142
2021 Q2	$252K	Hold	2,002	–	–	0.07%	152
2021 Q1	$234K	Buy	+2,002	New	+$231K	0.07%	133

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Family Management's XLV Position: Q2 2026 in Review

Family Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,031 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #282.

Family Management first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $468K in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Family Management held 1,031 shares of State Street Health Care Select Sector SPDR ETF worth $164K as of Q2 2026.
Family Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Family Management's portfolio in Q2 2026, its #282 holding.
Family Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Family Management's State Street Health Care Select Sector SPDR ETF position peaked at $468K in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.