Lebenthal Global Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lebenthal Global Advisors’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	$9.87M	Buy	67,352 +573	+0.9%	+$88.4K	1.44%	17
2025 Q4	$10.3M	Sell	66,779 -13	-0%	-$1.95K	1.6%	16
2025 Q3	$9.3M	Buy	66,792 +36,259	+119%	+$4.91M	1.63%	16
2025 Q2	$4.12M	Buy	+30,533	New	+$4.12M	0.77%	23
2025 Q1	–	Sell	-25,506	Closed	-$3.51M	–	207
2024 Q4	$3.51M	Buy	+25,506	New	+$3.73M	0.64%	26
2023 Q3	–	Sell	-2,165	Closed	-$287K	–	132
2023 Q2	$287K	Sell	2,165 -125	-5%	-$16.5K	0.08%	102
2023 Q1	$296K	Sell	2,290 -484	-17%	-$63.2K	0.09%	98
2022 Q4	$377K	Buy	2,774 +300	+12%	+$39.8K	0.12%	90
2022 Q3	$299K	Buy	2,474 +34	+1%	+$4.38K	0.14%	90
2022 Q2	$312K	Buy	2,440 +50	+2%	+$6.55K	0.15%	99
2022 Q1	$327K	Buy	+2,390	New	+$316K	0.14%	109
2021 Q1	–	Sell	-800	Closed	-$90K	–	553
2020 Q4	$90K	Buy	+800	New	+$87.3K	0.06%	186

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

Lebenthal Global Advisors's XLV Position: Q1 2026 in Review

Lebenthal Global Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.86% in Q1 2026, buying an estimated $88.4K and bringing the position to 67,352 shares worth $9.87M. The position accounts for 1.44% of the portfolio, ranked #17.

Lebenthal Global Advisors first reported a position in XLV in Q4 2020 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Lebenthal Global Advisors held 67,352 shares of State Street Health Care Select Sector SPDR ETF worth $9.87M as of Q1 2026.
Lebenthal Global Advisors bought 573 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $88.4K.
State Street Health Care Select Sector SPDR ETF made up 1.44% of Lebenthal Global Advisors's portfolio in Q1 2026, its #17 holding.
Lebenthal Global Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Lebenthal Global Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $10.3M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.