K.J. Harrison & Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

K.J. Harrison & Partners’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 Q1	–	Sell	-15,000	Closed	-$2.32M	–	264
2025 Q4	$2.32M	Buy	+15,000	New	+$2.25M	0.31%	87
2020 Q4	–	Sell	-28,000	Closed	-$2.96M	–	317
2020 Q3	$2.96M	Sell	28,000 -12,000	-30%	-$1.26M	0.61%	52
2020 Q2	$4M	Buy	+40,000	New	+$3.95M	1.09%	26

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

K.J. Harrison & Partners's XLV Position: Q1 2026 in Review

K.J. Harrison & Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 15,000 shares — an estimated $2.32M sold.

K.J. Harrison & Partners first reported a position in XLV in Q2 2020 and held it in 3 quarters. The position peaked at $4M in Q2 2020. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

K.J. Harrison & Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 15,000 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.32M.
K.J. Harrison & Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 3 quarters.
K.J. Harrison & Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4M in Q2 2020.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.