John Overdeck’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-7,000	Closed	-$986K	–	4507
2021 Q4	$986K	Buy	+7,000	New	+$929K	﹤0.01%	2576
2020 Q4	–	Sell	-4,000	Closed	-$422K	–	3830
2020 Q3	$422K	Sell	4,000 -15,000	-79%	-$1.58M	﹤0.01%	2364
2020 Q2	$1.9M	Sell	19,000 -9,000	-32%	-$888K	0.01%	1128
2020 Q1	$2.48M	Buy	28,000 +25,000	+833%	+$2.43M	0.02%	856
2019 Q4	$306K	Sell	3,000 -49,000	-94%	-$4.71M	﹤0.01%	3174
2019 Q3	$4.69M	Sell	52,000 -61,000	-54%	-$5.57M	0.02%	899
2019 Q2	$10.5M	Buy	113,000 +90,000	+391%	+$8.09M	0.04%	580
2019 Q1	$2.11M	Buy	23,000 +8,800	+62%	+$793K	0.01%	1388
2018 Q4	$1.23M	Buy	+14,200	New	+$1.29M	﹤0.01%	1516
2018 Q2	–	Sell	-2,800	Closed	-$228K	–	3713
2018 Q1	$228K	Buy	+2,800	New	+$239K	﹤0.01%	2921
2016 Q4	–	Sell	-4,200	Closed	-$303K	–	3574
2016 Q3	$303K	Buy	+4,200	New	+$309K	﹤0.01%	2742

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

John Overdeck's XLV Position: Q2 2026 in Review

John Overdeck increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 286% in Q2 2026, buying an estimated $62M and bringing the position to 562,031 shares worth $89.2M. The position accounts for 0.06% of the portfolio, ranked #342.

John Overdeck first reported a position in XLV in Q3 2013 and has held it in 48 quarters since. The position peaked at $326M in Q4 2024. 1,850 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

John Overdeck held 562,031 shares of State Street Health Care Select Sector SPDR ETF worth $89.2M as of Q2 2026.
John Overdeck bought 416,569 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $62M.
State Street Health Care Select Sector SPDR ETF made up 0.06% of John Overdeck's portfolio in Q2 2026, its #342 holding.
John Overdeck first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
John Overdeck's State Street Health Care Select Sector SPDR ETF position peaked at $326M in Q4 2024.
1,850 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.