JC
XLV icon

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
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

Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

JM2 Capital's XLV Position: Q2 2026 in Review

JM2 Capital held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,597 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #103.

JM2 Capital first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,135 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • JM2 Capital held 1,597 shares of State Street Health Care Select Sector SPDR ETF worth $253K as of Q2 2026.
  • JM2 Capital left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.17% of JM2 Capital's portfolio in Q2 2026, its #103 holding.
  • JM2 Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,135 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.