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
2021 Q4	–	Sell	-31,600	Closed	-$2K	–	225
2021 Q3	$2K	Buy	+31,600	New	+$4.18M	﹤0.01%	194

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $97.6B AUM 29.43% 1-Year Est. Return

Means Investment Company's XLV Position: Q1 2026 in Review

Means Investment Company increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.1% in Q1 2026, buying an estimated $518K and bringing the position to 161,513 shares worth $23.7M. The position accounts for 2.06% of the portfolio, ranked #12.

Means Investment Company first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.5M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Means Investment Company held 161,513 shares of State Street Health Care Select Sector SPDR ETF worth $23.7M as of Q1 2026.
Means Investment Company bought 3,356 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $518K.
State Street Health Care Select Sector SPDR ETF made up 2.06% of Means Investment Company's portfolio in Q1 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 19 quarters since.
Means Investment Company's State Street Health Care Select Sector SPDR ETF position peaked at $24.5M in Q4 2025.
1,812 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.