Jim Simons’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Jim Simons’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	$100M	Buy	628,300 +536,600	+585%	+$79.8M	0.14%	158
2026 Q1	$13.4M	Buy	+91,700	New	+$14.1M	0.02%	815
2025 Q4	–	Sell	-341,900	Closed	-$47.6M	–	3828
2025 Q3	$47.6M	Buy	341,900 +51,900	+18%	+$7.02M	0.06%	362
2025 Q2	$39.1M	Buy	290,000 +181,300	+167%	+$24.5M	0.05%	436
2025 Q1	$15.9M	Sell	108,700 -111,400	-51%	-$16.2M	0.02%	762
2024 Q4	$30.3M	Buy	220,100 +54,400	+33%	+$7.96M	0.04%	483
2024 Q3	$25.5M	Buy	165,700 +111,400	+205%	+$16.9M	0.04%	556
2024 Q2	$7.91M	Sell	54,300 -86,600	-61%	-$12.4M	0.01%	1056
2024 Q1	$20.8M	Buy	+140,900	New	+$20.2M	0.03%	620
2023 Q3	–	Sell	-242,700	Closed	-$32.2M	–	4174
2023 Q2	$32.2M	Buy	242,700 +180,900	+293%	+$23.8M	0.05%	450
2023 Q1	$8M	Sell	61,800 -12,800	-17%	-$1.67M	0.01%	1203
2022 Q4	$10.1M	Sell	74,600 -77,900	-51%	-$10.3M	0.01%	1073
2022 Q3	$18.5M	Buy	152,500 +13,300	+10%	+$1.71M	0.03%	721
2022 Q2	$17.9M	Buy	139,200 +90,900	+188%	+$11.9M	0.02%	792
2022 Q1	$6.62M	Sell	48,300 -34,300	-42%	-$4.54M	0.01%	1398
2021 Q4	$11.6M	Sell	82,600 -76,800	-48%	-$10.2M	0.01%	996
2021 Q3	$20.3M	Buy	159,400 +94,200	+144%	+$12.5M	0.03%	666
2021 Q2	$8.21M	Buy	65,200 +29,000	+80%	+$3.55M	0.01%	1319
2021 Q1	$4.23M	Buy	+36,200	New	+$4.18M	0.01%	1752
2020 Q4	–	Sell	-240,700	Closed	-$25.4M	–	3769
2020 Q3	$25.4M	Buy	240,700 +194,600	+422%	+$20.5M	0.03%	623
2020 Q2	$4.61M	Buy	+46,100	New	+$4.55M	﹤0.01%	1694
2020 Q1	–	Sell	-19,000	Closed	-$1.94M	–	3863
2019 Q4	$1.94M	Sell	19,000 -147,300	-89%	-$14.2M	﹤0.01%	2345
2019 Q3	$15M	Buy	166,300 +155,700	+1,469%	+$14.2M	0.01%	1132
2019 Q2	$982K	Sell	10,600 -26,700	-72%	-$2.4M	﹤0.01%	2686
2019 Q1	$3.42M	Buy	37,300 +27,900	+297%	+$2.52M	﹤0.01%	2040
2018 Q4	$813K	Sell	9,400 -47,000	-83%	-$4.25M	﹤0.01%	2674
2018 Q3	$5.37M	Buy	56,400 +9,100	+19%	+$822K	0.01%	1755
2018 Q2	$3.95M	Sell	47,300 -37,000	-44%	-$3.07M	﹤0.01%	1935
2018 Q1	$6.86M	Buy	84,300 +25,600	+44%	+$2.18M	0.01%	1612
2017 Q4	$4.85M	Buy	+58,700	New	+$4.84M	0.01%	1828
2017 Q3	–	Sell	-203,700	Closed	-$16.1M	–	3396
2017 Q2	$16.1M	Buy	203,700 +167,900	+469%	+$12.8M	0.02%	977
2017 Q1	$2.66M	Buy	+35,800	New	+$2.61M	﹤0.01%	2082
2016 Q2	–	Sell	-11,200	Closed	-$759K	–	3532
2016 Q1	$759K	Sell	11,200 -42,300	-79%	-$2.83M	﹤0.01%	2704
2015 Q4	$3.85M	Buy	+53,500	New	+$3.78M	0.01%	1661
2015 Q2	–	Sell	-26,500	Closed	-$1.92M	–	3412
2015 Q1	$1.92M	Buy	26,500 +7,200	+37%	+$514K	﹤0.01%	1951
2014 Q4	$1.32M	Buy	+19,300	New	+$1.29M	﹤0.01%	1995
2014 Q3	–	Sell	-11,400	Closed	-$693K	–	2977
2014 Q2	$693K	Sell	11,400 -44,300	-80%	-$2.6M	﹤0.01%	2193
2014 Q1	$3.26M	Buy	55,700 +50,900	+1,060%	+$2.93M	0.01%	1505
2013 Q4	$266K	Sell	4,800 -23,200	-83%	-$1.24M	﹤0.01%	2533
2013 Q3	$1.42M	Sell	28,000 -12,500	-31%	-$628K	﹤0.01%	1836
2013 Q2	$1.93M	Buy	+40,500	New	+$1.94M	0.01%	1606

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 22.9% 1-Year Est. Return

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

Jim Simons's XLV Position: Q2 2026 in Review

Jim Simons increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 585% in Q2 2026, buying an estimated $79.8M and bringing the position to 628,300 shares worth $100M. The position accounts for 0.14% of the portfolio, ranked #158.

Jim Simons first reported a position in XLV in Q2 2013 and has held it in 41 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Jim Simons held 628,300 shares of State Street Health Care Select Sector SPDR ETF worth $100M as of Q2 2026.
Jim Simons bought 536,600 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $79.8M.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Jim Simons's portfolio in Q2 2026, its #158 holding.
Jim Simons first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.