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

Jackson Square 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	$417K	Buy	2,630 +75	+3%	+$11.2K	0.06%	108
2026 Q1	$375K	Hold	2,555	–	–	0.08%	106
2025 Q4	$396K	Sell	2,555 -30	-1%	-$4.49K	0.08%	119
2025 Q3	$360K	Sell	2,585 -118	-4%	-$16K	0.08%	119
2025 Q2	$364K	Sell	2,703 -406	-13%	-$54.8K	0.08%	123
2025 Q1	$454K	Sell	3,109 -65	-2%	-$9.44K	0.15%	96
2024 Q4	$437K	Sell	3,174 -28	-0.9%	-$4.1K	0.11%	115
2024 Q3	$493K	Sell	3,202 -150	-4%	-$22.7K	0.12%	102
2024 Q2	$489K	Buy	3,352 +127	+4%	+$18.2K	0.12%	95
2024 Q1	$476K	Hold	3,225	–	–	0.12%	103
2023 Q4	$440K	Sell	3,225 -34	-1%	-$4.42K	0.14%	96
2023 Q3	$420K	Buy	3,259 +17	+0.5%	+$2.26K	0.17%	85
2023 Q2	$430K	Sell	3,242 -215	-6%	-$28.3K	0.17%	90
2023 Q1	$448K	Buy	3,457 +478	+16%	+$62.4K	0.2%	80
2022 Q4	$405K	Buy	2,979 +45	+2%	+$5.96K	0.19%	90
2022 Q3	$355K	Buy	2,934 +5	+0.2%	+$644	0.17%	95
2022 Q2	$376K	Buy	2,929 +12	+0.4%	+$1.57K	0.16%	91
2022 Q1	$400K	Sell	2,917 -85	-3%	-$11.3K	0.12%	131
2021 Q4	$423K	Buy	3,002 +320	+12%	+$42.5K	0.12%	146
2021 Q3	$341K	Sell	2,682 -22	-0.8%	-$2.91K	0.11%	140
2021 Q2	$341K	Sell	2,704 -293	-10%	-$35.9K	0.11%	147
2021 Q1	$350K	Buy	2,997 +126	+4%	+$14.5K	0.13%	130
2020 Q4	$326K	Sell	2,871 -93	-3%	-$10.2K	0.13%	115
2020 Q3	$313K	Sell	2,964 -134	-4%	-$14.1K	0.14%	101
2020 Q2	$310K	Buy	3,098 +630	+26%	+$62.2K	0.16%	91
2020 Q1	$219K	Sell	2,468 -125	-5%	-$12.1K	0.17%	77
2019 Q4	$264K	Buy	+2,593	New	+$249K	0.15%	91

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

Jackson Square Capital's XLV Position: Q2 2026 in Review

Jackson Square Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,630 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #108.

Jackson Square Capital first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $493K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Jackson Square Capital held 2,630 shares of State Street Health Care Select Sector SPDR ETF worth $417K as of Q2 2026.
Jackson Square Capital bought 75 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Jackson Square Capital's portfolio in Q2 2026, its #108 holding.
Jackson Square Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Jackson Square Capital's State Street Health Care Select Sector SPDR ETF position peaked at $493K in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.