Mesirow Financial Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mesirow Financial Investment Management’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	$483K	Buy	3,045 +54	+2%	+$8.03K	0.01%	370
2026 Q1	$438K	Buy	2,991 +635	+27%	+$97.9K	0.01%	372
2025 Q4	$365K	Sell	2,356 -1,408	-37%	-$211K	0.01%	370
2025 Q3	$524K	Sell	3,764 -82	-2%	-$11.1K	0.01%	367
2025 Q2	$519K	Buy	3,846 +18	+0.5%	+$2.43K	0.01%	357
2025 Q1	$559K	Sell	3,828 -683	-15%	-$99.2K	0.01%	335
2024 Q4	$621K	Hold	4,511	–	–	0.01%	319
2024 Q3	$695K	Buy	4,511 +6	+0.1%	+$909	0.01%	314
2024 Q2	$657K	Sell	4,505 -2	-0%	-$287	0.01%	297
2024 Q1	$666K	Buy	4,507 +79	+2%	+$11.3K	0.02%	303
2023 Q4	$604K	Buy	+4,428	New	+$576K	0.02%	284

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

Mesirow Financial Investment Management's XLV Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.8% in Q2 2026, buying an estimated $8.03K and bringing the position to 3,045 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #370.

Mesirow Financial Investment Management first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $695K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Mesirow Financial Investment Management held 3,045 shares of State Street Health Care Select Sector SPDR ETF worth $483K as of Q2 2026.
Mesirow Financial Investment Management bought 54 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.03K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #370 holding.
Mesirow Financial Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $695K 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 Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.