LMR Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LMR 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	$733K	Hold	5,000	–	–	﹤0.01%	1029
2025 Q4	$774K	Buy	+5,000	New	+$749K	﹤0.01%	1042
2025 Q2	–	Sell	-43,348	Closed	-$6.33M	–	1693
2025 Q1	$6.33M	Sell	43,348 -17,708	-29%	-$2.57M	0.06%	346
2024 Q4	$8.4M	Buy	+61,056	New	+$8.93M	0.07%	284
2019 Q3	–	Sell	-30,000	Closed	-$2.78M	–	530
2019 Q2	$2.78M	Buy	+30,000	New	+$2.7M	0.1%	100

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

LMR Partners's XLV Position: Q1 2026 in Review

LMR Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 5,000 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

LMR Partners first reported a position in XLV in Q2 2019 and has held it in 5 quarters since. The position peaked at $8.4M in Q4 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

LMR Partners held 5,000 shares of State Street Health Care Select Sector SPDR ETF worth $733K as of Q1 2026.
LMR Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1029 holding.
LMR Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 5 quarters since.
LMR Partners's State Street Health Care Select Sector SPDR ETF position peaked at $8.4M in Q4 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.