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 Q3	$441K	Sell	2,617 -13	-0.5%	-$2.17K	0.07%	114
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

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Jackson Square Capital's XLV Position: Q3 2026 in Review

Jackson Square Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.49% in Q3 2026, selling an estimated $2.17K and leaving 2,617 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #114.

Jackson Square Capital first reported a position in XLV in Q4 2019 and has held it in 28 quarters since. The position peaked at $493K in Q3 2024. 575 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Jackson Square Capital held 2,617 shares of State Street Health Care Select Sector SPDR ETF worth $441K as of Q3 2026.
Jackson Square Capital sold 13 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $2.17K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Jackson Square Capital's portfolio in Q3 2026, its #114 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 28 quarters since.
Jackson Square Capital's State Street Health Care Select Sector SPDR ETF position peaked at $493K in Q3 2024.
575 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.