Inscription Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Inscription Capital’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	$393K	Sell	2,478 -149	-6%	-$22.2K	0.03%	462
2026 Q1	$385K	Sell	2,627 -323	-11%	-$49.8K	0.04%	426
2025 Q4	$457K	Sell	2,950 -16	-0.5%	-$2.4K	0.05%	388
2025 Q3	$413K	Sell	2,966 -457	-13%	-$61.8K	0.04%	401
2025 Q2	$461K	Sell	3,423 -3,828	-53%	-$517K	0.07%	233
2025 Q1	$1.07M	Buy	+7,251	New	+$1.05M	0.18%	95
2024 Q3	$1.06M	Sell	6,911 -394	-5%	-$59.7K	0.16%	105
2024 Q2	$1.06M	Buy	7,305 +54	+0.7%	+$7.75K	0.17%	98
2024 Q1	$1.07M	Buy	7,251 +621	+9%	+$89.1K	0.18%	95
2023 Q4	$904K	Buy	6,630 +2,182	+49%	+$284K	0.25%	74
2023 Q3	$573K	Buy	4,448 +1,397	+46%	+$185K	0.19%	87
2023 Q2	$405K	Sell	3,051 -7,532	-71%	-$993K	0.13%	126
2023 Q1	$1.37M	Buy	10,583 +1,523	+17%	+$199K	0.36%	54
2022 Q4	$1.23M	Buy	9,060 +55	+0.6%	+$7.29K	0.42%	56
2022 Q3	$1.09M	Sell	9,005 -335	-4%	-$43.2K	0.31%	56
2022 Q2	$1.2M	Buy	9,340 +365	+4%	+$47.8K	0.22%	83
2022 Q1	$1.23M	Buy	8,975 +35	+0.4%	+$4.63K	0.35%	67
2021 Q4	$1.26M	Sell	8,940 -883	-9%	-$117K	0.34%	68
2021 Q3	$1.25M	Sell	9,823 -12,277	-56%	-$1.62M	0.39%	63
2021 Q2	$2.78M	Buy	22,100 +13,962	+172%	+$1.71M	0.32%	70
2021 Q1	$950K	Buy	8,138 +4,567	+128%	+$527K	0.32%	77
2020 Q4	$405K	Buy	3,571 +206	+6%	+$22.5K	0.16%	115
2020 Q3	$355K	Buy	3,365 +140	+4%	+$14.7K	0.16%	114
2020 Q2	$323K	Sell	3,225 -26	-0.8%	-$2.57K	0.18%	99
2020 Q1	$288K	Sell	3,251 -312	-9%	-$30.3K	0.19%	94
2019 Q4	$365K	Buy	+3,563	New	+$343K	0.16%	112
2019 Q3	–	Sell	-2,784	Closed	-$248K	–	145
2019 Q2	$248K	Sell	2,784 -11,166	-80%	-$1M	0.19%	91
2019 Q1	$1.28M	Buy	+13,950	New	+$1.26M	0.68%	29

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

Inscription Capital's XLV Position: Q2 2026 in Review

Inscription Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q2 2026, selling an estimated $22.2K and leaving 2,478 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #462.

Inscription Capital first reported a position in XLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.78M in Q2 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Inscription Capital held 2,478 shares of State Street Health Care Select Sector SPDR ETF worth $393K as of Q2 2026.
Inscription Capital sold 149 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $22.2K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #462 holding.
Inscription Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
Inscription Capital's State Street Health Care Select Sector SPDR ETF position peaked at $2.78M in Q2 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.