Logan Stone Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Logan Stone Capital’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	$244K	Sell	1,541 -5,565	-78%	-$828K	0.05%	126
2026 Q1	$1.04M	Buy	+7,106	New	+$1.1M	0.29%	53
2025 Q4	–	Sell	-1,895	Closed	-$264K	–	171
2025 Q3	$264K	Buy	+1,895	New	+$256K	0.12%	57
2022 Q3	–	Sell	-8,466	Closed	-$1.09M	–	165
2022 Q2	$1.09M	Buy	+8,466	New	+$1.11M	0.8%	33
2022 Q1	–	Sell	-5,058	Closed	-$713K	–	157
2021 Q4	$713K	Buy	+5,058	New	+$672K	0.71%	43

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

Logan Stone Capital's XLV Position: Q2 2026 in Review

Logan Stone Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 78% in Q2 2026, selling an estimated $828K and leaving 1,541 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #126.

Logan Stone Capital first reported a position in XLV in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Logan Stone Capital held 1,541 shares of State Street Health Care Select Sector SPDR ETF worth $244K as of Q2 2026.
Logan Stone Capital sold 5,565 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $828K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Logan Stone Capital's portfolio in Q2 2026, its #126 holding.
Logan Stone Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Logan Stone Capital's State Street Health Care Select Sector SPDR ETF position peaked at $1.09M in Q2 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.