LMCG Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LMCG Investments's XLV Position: Q2 2026 in Review

LMCG Investments reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.8% in Q2 2026, selling an estimated $70.8K and leaving 11,982 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #141.

LMCG Investments first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q4 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

• LMCG Investments held 11,982 shares of State Street Health Care Select Sector SPDR ETF worth $1.9M as of Q2 2026.
• LMCG Investments sold 476 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $70.8K.
• State Street Health Care Select Sector SPDR ETF made up 0.1% of LMCG Investments's portfolio in Q2 2026, its #141 holding.
• LMCG Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
• LMCG Investments's State Street Health Care Select Sector SPDR ETF position peaked at $1.96M in Q4 2025.
• 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.