J. Goldman & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

J. Goldman & Co’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 Q1	$8.8M	Buy	60,000 +20,000	+50%	+$3.09M	0.26%	120
2025 Q4	$6.19M	Sell	40,000 -30,000	-43%	-$4.49M	0.16%	169
2025 Q3	$9.74M	Buy	+70,000	New	+$9.47M	0.24%	122
2025 Q2	–	Sell	-81,200	Closed	-$11.9M	–	664
2025 Q1	$11.9M	Buy	+81,200	New	+$11.8M	0.29%	111
2024 Q3	–	Sell	-63,500	Closed	-$9.26M	–	641
2024 Q2	$9.26M	Sell	63,500 -36,500	-37%	-$5.24M	0.26%	120
2024 Q1	$14.8M	Buy	100,000 +65,000	+186%	+$9.32M	0.48%	66
2023 Q4	$4.77M	Hold	35,000	–	–	0.19%	130
2023 Q3	$4.51M	Buy	+35,000	New	+$4.65M	0.16%	143
2020 Q3	–	Sell	-150,000	Closed	-$15M	–	398
2020 Q2	$15M	Buy	+150,000	New	+$14.8M	0.93%	29
2017 Q3	–	Sell	-195,000	Closed	-$15.5M	–	420
2017 Q2	$15.5M	Hold	195,000	–	–	0.84%	28
2017 Q1	$14.5M	Buy	+195,000	New	+$14.2M	0.72%	31
2016 Q4	–	Sell	-150,000	Closed	-$10.8M	–	404
2016 Q3	$10.8M	Buy	150,000 +20,000	+15%	+$1.47M	0.61%	42
2016 Q2	$9.32M	Buy	130,000 +78,000	+150%	+$5.5M	0.49%	44
2016 Q1	$3.52M	Buy	+52,000	New	+$3.48M	0.22%	125
2015 Q4	–	Sell	-100,000	Closed	-$6.62M	–	308
2015 Q3	$6.62M	Buy	+100,000	New	+$7.31M	0.57%	57
2015 Q2	–	Sell	-60,000	Closed	-$4.35M	–	337
2015 Q1	$4.35M	Buy	+60,000	New	+$4.28M	0.27%	108
2014 Q1	–	Sell	-15,000	Closed	-$832K	–	306
2013 Q4	$832K	Buy	+15,000	New	+$802K	0.1%	169

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

J. Goldman & Co's XLV Position: Q1 2026 in Review

J. Goldman & Co sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 93,546 shares — an estimated $14.4M sold.

J. Goldman & Co first reported a position in XLV in Q4 2016 and held it in 24 quarters. The position peaked at $14.5M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

J. Goldman & Co reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 93,546 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $14.4M.
J. Goldman & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and held it in 24 quarters.
J. Goldman & Co's State Street Health Care Select Sector SPDR ETF position peaked at $14.5M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.