Jordan Park Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Jordan Park Group’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	$225M	Buy	1,415,160 +44,624	+3%	+$6.64M	11.39%	2
2026 Q1	$201M	Buy	+1,370,536	New	+$211M	10.7%	3

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

Jordan Park Group's XLV Position: Q2 2026 in Review

Jordan Park Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.3% in Q2 2026, buying an estimated $6.64M and bringing the position to 1,415,160 shares worth $225M. The position accounts for 11.39% of the portfolio, ranked #2.

Jordan Park Group first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Jordan Park Group held 1,415,160 shares of State Street Health Care Select Sector SPDR ETF worth $225M as of Q2 2026.
Jordan Park Group bought 44,624 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.64M.
State Street Health Care Select Sector SPDR ETF made up 11.39% of Jordan Park Group's portfolio in Q2 2026, its #2 holding.
Jordan Park Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.