JM2 Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

JM2 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	$293K	Buy	1,740 +143	+9%	+$23.8K	0.19%	98
2026 Q2	$253K	Hold	1,597	–	–	0.17%	103
2026 Q1	$234K	Buy	1,597 +215	+16%	+$33.2K	0.19%	104
2025 Q4	$214K	Buy	+1,382	New	+$207K	0.17%	105

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

JM2 Capital's XLV Position: Q3 2026 in Review

JM2 Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,740 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #98.

JM2 Capital first reported a position in XLV in Q4 2025 and has held it in 4 quarters since. 1,623 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

JM2 Capital held 1,740 shares of State Street Health Care Select Sector SPDR ETF worth $293K as of Q3 2026.
JM2 Capital bought 143 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $23.8K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of JM2 Capital's portfolio in Q3 2026, its #98 holding.
JM2 Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
1,623 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.