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

Interchange Capital 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	$664K	Sell	4,183 -2,589	-38%	-$385K	0.12%	165
2026 Q1	$989K	Buy	6,772 +1,030	+18%	+$159K	0.31%	78
2025 Q4	$889K	Sell	5,742 -849	-13%	-$127K	0.16%	120
2025 Q3	$917K	Sell	6,591 -325	-5%	-$44K	0.18%	107
2025 Q2	$932K	Buy	6,916 +144	+2%	+$19.4K	0.22%	93
2025 Q1	$989K	Buy	6,772 +10	+0.1%	+$1.45K	0.28%	77
2024 Q4	$930K	Sell	6,762 -1,080	-14%	-$158K	0.34%	83
2024 Q3	$1.21M	Sell	7,842 -698	-8%	-$106K	0.42%	63
2024 Q2	$1.24M	Buy	8,540 +273	+3%	+$39.2K	0.45%	58
2024 Q1	$1.22M	Buy	8,267 +390	+5%	+$55.9K	0.82%	30
2023 Q4	$1.07M	Sell	7,877 -131	-2%	-$17K	0.8%	27
2023 Q3	$1.03M	Sell	8,008 -2,819	-26%	-$374K	0.82%	29
2023 Q2	$1.44M	Sell	10,827 -692	-6%	-$91.2K	1.1%	23
2023 Q1	$1.49M	Buy	11,519 +2,420	+27%	+$316K	0.81%	29
2022 Q4	$1.24M	Buy	9,099 +1,859	+26%	+$246K	1.26%	19
2022 Q3	$876K	Buy	7,240 +1,801	+33%	+$232K	0.96%	25
2022 Q2	$697K	Buy	5,439 +1,670	+44%	+$219K	0.78%	31
2022 Q1	$523K	Sell	3,769 -152	-4%	-$20.1K	0.54%	55
2021 Q4	$559K	Buy	3,921 +2,169	+124%	+$288K	0.56%	53
2021 Q3	$223K	Buy	+1,752	New	+$232K	0.37%	88
2021 Q2	–	Sell	-9,695	Closed	-$1.16M	–	226
2021 Q1	$1.16M	Buy	9,695 +619	+7%	+$71.5K	0.63%	40
2020 Q4	$1.03M	Buy	+9,076	New	+$991K	0.56%	36

Other funds holding XLV

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Interchange Capital Partners's XLV Position: Q2 2026 in Review

Interchange Capital Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q2 2026, selling an estimated $385K and leaving 4,183 shares worth $664K. The position accounts for 0.12% of the portfolio, ranked #165.

Interchange Capital Partners first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2023. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Interchange Capital Partners held 4,183 shares of State Street Health Care Select Sector SPDR ETF worth $664K as of Q2 2026.
Interchange Capital Partners sold 2,589 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $385K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Interchange Capital Partners's portfolio in Q2 2026, its #165 holding.
Interchange Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Interchange Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.49M in Q1 2023.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.