Freestone Grove Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Freestone Grove Partners’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	$159	Sell	1 -20,457	-100%	-$3.04M	﹤0.01%	915
2026 Q1	$3M	Buy	+20,458	New	+$3.16M	0.02%	349

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

Freestone Grove Partners's XLV Position: Q2 2026 in Review

Freestone Grove Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 100% in Q2 2026, selling an estimated $3.04M and leaving 1 share worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Freestone Grove Partners first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Freestone Grove Partners held 1 share of State Street Health Care Select Sector SPDR ETF worth $159 as of Q2 2026.
Freestone Grove Partners sold 20,457 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.04M.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #915 holding.
Freestone Grove Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Freestone Grove Partners's State Street Health Care Select Sector SPDR ETF position peaked at $3M in Q1 2026.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.