Liberty One Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Liberty One Investment Management’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	$150K	Sell	948 -13,697	-94%	-$2.04M	0.02%	145
2026 Q1	$2.15M	Sell	14,645 -16,706	-53%	-$2.58M	0.22%	77
2025 Q4	$4.85M	Sell	31,351 -16,506	-34%	-$2.47M	0.62%	38
2025 Q3	$6.66M	Sell	47,857 -919	-2%	-$124K	0.37%	52
2025 Q2	$6.57M	Buy	48,776 +3,527	+8%	+$476K	0.67%	30
2025 Q1	$6.61M	Sell	45,249 -902	-2%	-$131K	0.67%	31
2024 Q4	$6.35M	Sell	46,151 -396	-0.9%	-$58K	0.69%	32
2024 Q3	$7.17M	Sell	46,547 -782	-2%	-$119K	0.73%	30
2024 Q2	$6.9M	Sell	47,329 -1,582	-3%	-$227K	0.78%	30
2024 Q1	$7.23M	Sell	48,911 -1,639	-3%	-$235K	0.82%	30
2023 Q4	$6.89M	Sell	50,550 -598	-1%	-$77.8K	0.85%	30
2023 Q3	$6.58M	Buy	51,148 +32,964	+181%	+$4.38M	0.95%	29
2023 Q2	$2.41M	Sell	18,184 -165	-0.9%	-$21.8K	0.31%	61
2023 Q1	$2.38M	Sell	18,349 -97	-0.5%	-$12.7K	0.32%	61
2022 Q4	$2.51M	Sell	18,446 -317	-2%	-$42K	0.36%	38
2022 Q3	$2.27M	Sell	18,763 -1,507	-7%	-$194K	0.37%	35
2022 Q2	$2.55M	Buy	20,270 +854	+4%	+$112K	0.43%	37
2022 Q1	$2.66M	Sell	19,416 -176	-0.9%	-$23.3K	0.4%	35
2021 Q4	$2.76M	Sell	19,592 -111	-0.6%	-$14.7K	0.42%	34
2021 Q3	$2.51M	Sell	19,703 -567	-3%	-$74.9K	0.43%	35
2021 Q2	$2.55M	Sell	20,270 -56	-0.3%	-$6.86K	0.43%	37
2021 Q1	$2.37M	Sell	20,326 -790	-4%	-$91.2K	0.42%	38
2020 Q4	$2.4M	Sell	21,116 -1,368	-6%	-$149K	0.45%	33
2020 Q3	$2.37M	Sell	22,484 -821	-4%	-$86.4K	0.49%	31
2020 Q2	$2.33M	Sell	23,305 -797	-3%	-$78.7K	0.52%	30
2020 Q1	$2.13M	Buy	24,102 +254	+1%	+$24.7K	0.55%	28
2019 Q4	$2.43M	Buy	+23,848	New	+$2.29M	0.53%	33

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

Liberty One Investment Management's XLV Position: Q2 2026 in Review

Liberty One Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 94% in Q2 2026, selling an estimated $2.04M and leaving 948 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #145.

Liberty One Investment Management first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.23M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Liberty One Investment Management held 948 shares of State Street Health Care Select Sector SPDR ETF worth $150K as of Q2 2026.
Liberty One Investment Management sold 13,697 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.04M.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Liberty One Investment Management's portfolio in Q2 2026, its #145 holding.
Liberty One Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Liberty One Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $7.23M in Q1 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.