Lodestar Private Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Buy
9,552
+3,058
+47% +$455K 0.13% 87
2026
Q1
$952K Sell
6,494
-421
-6% -$64.9K 0.09% 107
2025
Q4
$1.07M Sell
6,915
-73
-1% -$10.9K 0.11% 98
2025
Q3
$973K Sell
6,988
-1,807
-21% -$245K 0.1% 103
2025
Q2
$1.19M Sell
8,795
-1,047
-11% -$141K 0.14% 91
2025
Q1
$1.44M Sell
9,842
-290
-3% -$42.1K 0.18% 83
2024
Q4
$1.39M Buy
10,132
+17
+0.2% +$2.49K 0.17% 87
2024
Q3
$1.56M Buy
10,115
+60
+0.6% +$9.1K 0.2% 82
2024
Q2
$1.47M Buy
10,055
+921
+10% +$132K 0.2% 84
2024
Q1
$1.35M Buy
9,134
+1,427
+19% +$205K 0.19% 85
2023
Q4
$1.05M Buy
7,707
+627
+9% +$81.6K 0.16% 88
2023
Q3
$911K Buy
7,080
+301
+4% +$40K 0.16% 92
2023
Q2
$900K Sell
6,779
-331
-5% -$43.6K 0.15% 95
2023
Q1
$920K Buy
7,110
+350
+5% +$45.7K 0.16% 93
2022
Q4
$918K Buy
+6,760
New +$896K 0.18% 92

Other funds holding XLV

Lodestar Private Asset Management's XLV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 47% in Q2 2026, buying an estimated $455K and bringing the position to 9,552 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #87.

Lodestar Private Asset Management first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Lodestar Private Asset Management held 9,552 shares of State Street Health Care Select Sector SPDR ETF worth $1.52M as of Q2 2026.
  • Lodestar Private Asset Management bought 3,058 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $455K.
  • State Street Health Care Select Sector SPDR ETF made up 0.13% of Lodestar Private Asset Management's portfolio in Q2 2026, its #87 holding.
  • Lodestar Private Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.56M in Q3 2024.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.