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Means Investment Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Means Investment Company’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 		$27.1M Buy
170,810
+9,297
+6% +$1.38M 2.05% 12
2026
Q1 		$23.7M Buy
161,513
+3,356
+2% +$518K 2.06% 12
2025
Q4 		$24.5M Sell
158,157
-7,338
-4% -$1.1M 2.06% 12
2025
Q3 		$23M Buy
165,495
+22,943
+16% +$3.1M 1.99% 12
2025
Q2 		$19.2M Buy
142,552
+35,371
+33% +$4.78M 1.82% 15
2025
Q1 		$15.6M Buy
107,181
+59,563
+125% +$8.65M 1.66% 15
2024
Q4 		$6.55M Buy
47,618
+7,314
+18% +$1.07M 0.68% 29
2024
Q3 		$6.21M Buy
40,304
+6,947
+21% +$1.05M 0.69% 27
2024
Q2 		$4.86M Buy
33,357
+11,644
+54% +$1.67M 0.58% 30
2024
Q1 		$3.21M Buy
21,713
+7,877
+57% +$1.13M 0.41% 41
2023
Q4 		$1.89M Sell
13,836
-1,416
-9% -$184K 0.27% 61
2023
Q3 		$1.96M Sell
15,252
-496
-3% -$65.9K 0.32% 60
2023
Q2 		$2.09M Sell
15,748
-249
-2% -$32.8K 0.33% 57
2023
Q1 		$2.07M Buy
15,997
+1,509
+10% +$197K 0.36% 56
2022
Q4 		$1.97M Buy
14,488
+10,812
+294% +$1.43M 0.39% 57
2022
Q3 		$445K Buy
3,676
+1,134
+45% +$146K 0.1% 121
2022
Q2 		$326K Buy
2,542
+58
+2% +$7.6K 0.07% 144
2022
Q1 		$340K Buy
2,484
+248
+11% +$32.8K 0.06% 149
2021
Q4 		$315K Buy
2,236
+916
+69% +$122K 0.06% 157
2021
Q3 		$168K Buy
+1,320
New +$174K 0.03% 182

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Means Investment Company's XLV Position: Q2 2026 in Review

Means Investment Company increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.8% in Q2 2026, buying an estimated $1.38M and bringing the position to 170,810 shares worth $27.1M. The position accounts for 2.05% of the portfolio, ranked #12.

Means Investment Company first reported a position in XLV in Q3 2021 and has held it in 20 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Means Investment Company held 170,810 shares of State Street Health Care Select Sector SPDR ETF worth $27.1M as of Q2 2026.
  • Means Investment Company bought 9,297 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.38M.
  • State Street Health Care Select Sector SPDR ETF made up 2.05% of Means Investment Company's portfolio in Q2 2026, its #12 holding.
  • Means Investment Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.