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Johnson Financial Group Inc (Wisconsin)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$156K Buy
986
+22
+2% +$3.27K 0.01% 345
2026
Q1 		$141K Sell
964
-94
-9% -$14.5K 0.01% 362
2025
Q4 		$164K Sell
1,058
-140
-12% -$21K 0.01% 353
2025
Q3 		$167K Sell
1,198
-450
-27% -$60.9K 0.01% 379
2025
Q2 		$222K Sell
1,648
-2,987
-64% -$403K 0.01% 292
2025
Q1 		$677K Sell
4,635
-824
-15% -$120K 0.03% 190
2024
Q4 		$802K Buy
5,459
+2,237
+69% +$327K 0.04% 162
2024
Q3 		$496K Buy
3,222
+915
+40% +$139K 0.02% 235
2024
Q2 		$336K Buy
2,307
+1,778
+336% +$255K 0.02% 254
2024
Q1 		$78.2K Sell
529
-673
-56% -$96.5K ﹤0.01% 381
2023
Q4 		$164K Buy
1,202
+588
+96% +$76.5K 0.01% 314
2023
Q3 		$79K Sell
614
-5
-0.8% -$664 0.01% 335
2023
Q2 		$82.2K Buy
619
+90
+17% +$11.9K 0.01% 349
2023
Q1 		$68.5K Buy
529
+422
+394% +$55.1K ﹤0.01% 369
2022
Q4 		$14.5K Buy
+107
New +$14.2K ﹤0.01% 466
2022
Q3 		– Sell
-304
Closed -$39K – 799
2022
Q2 		$39K Sell
304
-123
-29% -$16.1K ﹤0.01% 416
2022
Q1 		$58K Hold
427
– – ﹤0.01% 421
2021
Q4 		$60K Sell
427
-11
-3% -$1.46K ﹤0.01% 424
2021
Q3 		$56K Hold
438
– – ﹤0.01% 392
2021
Q2 		$55K Sell
438
-110
-20% -$13.5K ﹤0.01% 400
2021
Q1 		$64K Buy
+548
New +$63.3K ﹤0.01% 373
2018
Q1 		– Sell
-859
Closed -$71K – 608
2017
Q4 		$71K Buy
+859
New +$70.8K 0.01% 325

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Johnson Financial Group Inc (Wisconsin)'s XLV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, buying an estimated $3.27K and bringing the position to 986 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #345.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLV in Q4 2017 and has held it in 22 quarters since. The position peaked at $802K in Q4 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 986 shares of State Street Health Care Select Sector SPDR ETF worth $156K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 22 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.27K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #345 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street Health Care Select Sector SPDR ETF position peaked at $802K in Q4 2024.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.