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

McDonald 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 Q2	$20.3K	Buy	+128	New	+$19K	﹤0.01%	411
2022 Q3	–	Sell	-1,702	Closed	-$218K	–	298
2022 Q2	$218K	Buy	1,702 +6	+0.4%	+$786	0.06%	271
2022 Q1	$232K	Sell	1,696 -20,403	-92%	-$2.7M	0.05%	282
2021 Q4	$3.11M	Buy	22,099 +20,522	+1,301%	+$2.72M	2.88%	8
2021 Q3	$201K	Buy	+1,577	New	+$208K	0.05%	286

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

McDonald Partners's XLV Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 128 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: McDonald Partners previously reported a position in XLV as recently as Q2 2022.

McDonald Partners first reported a position in XLV in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.11M in Q4 2021. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

McDonald Partners held 128 shares of State Street Health Care Select Sector SPDR ETF worth $20.3K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new McDonald Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #411 holding.
McDonald Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 5 quarters since.
McDonald Partners's State Street Health Care Select Sector SPDR ETF position peaked at $3.11M in Q4 2021.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.