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

Miller 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 Q1	$29.7M	Buy	202,911 +4,589	+2%	+$708K	2.95%	9
2025 Q4	$30.7M	Buy	198,322 +44,017	+29%	+$6.59M	3%	9
2025 Q3	$21.5M	Buy	154,305 +16,089	+12%	+$2.18M	2.16%	12
2025 Q2	$18.6M	Buy	138,216 +13,179	+11%	+$1.78M	1.96%	11
2025 Q1	$18.3M	Buy	125,037 +11	+0%	+$1.6K	2.02%	11
2024 Q4	$17.2M	Sell	125,026 -1,701	-1%	-$249K	1.88%	11
2024 Q3	$19.5M	Buy	126,727 +1,874	+2%	+$284K	2.03%	11
2024 Q2	$18.2M	Buy	124,853 +11,398	+10%	+$1.64M	2.17%	11
2024 Q1	$16.8M	Buy	113,455 +672	+0.6%	+$96.4K	2.14%	13
2023 Q4	$15.4M	Sell	112,783 -1,368	-1%	-$178K	2.19%	12
2023 Q3	$14.7M	Sell	114,151 -686	-0.6%	-$91.1K	2.31%	12
2023 Q2	$15.2M	Sell	114,837 -109	-0.1%	-$14.4K	2.32%	12
2023 Q1	$14.9M	Sell	114,946 -2,935	-2%	-$383K	2.46%	13
2022 Q4	$16M	Sell	117,881 -4,764	-4%	-$631K	2.73%	12
2022 Q3	$14.9M	Sell	122,645 -1,045	-0.8%	-$135K	3.1%	10
2022 Q2	$15.9M	Sell	123,690 -1,591	-1%	-$209K	3.26%	8
2022 Q1	$17.2M	Sell	125,281 -133	-0.1%	-$17.6K	2.7%	10
2021 Q4	$17.7M	Sell	125,414 -85,707	-41%	-$11.4M	2.53%	12
2021 Q3	$26.9M	Buy	+211,121	New	+$27.9M	4.62%	5
2020 Q4	–	Sell	-338,118	Closed	-$35.7M	–	78
2020 Q3	$35.7M	Buy	338,118 +2,253	+0.7%	+$237K	8.73%	4
2020 Q2	$33.6M	Buy	335,865 +3,224	+1%	+$318K	9.88%	3
2020 Q1	$29.5M	Sell	332,641 -9,809	-3%	-$953K	9.48%	3
2019 Q4	$34.9M	Sell	342,450 -79	-0%	-$7.6K	7.74%	3
2019 Q3	$30.9M	Sell	342,529 -6,357	-2%	-$580K	7.02%	3
2019 Q2	$32.3M	Sell	348,886 -1,671	-0.5%	-$150K	7.38%	3
2019 Q1	$32.2M	Buy	350,557 +155,714	+80%	+$14M	8.45%	3
2018 Q4	$16.9M	Buy	+194,843	New	+$17.6M	4.96%	4

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $89.9B AUM 20.5% 1-Year Est. Return

Miller Investment Management's XLV Position: Q1 2026 in Review

Miller Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q1 2026, buying an estimated $708K and bringing the position to 202,911 shares worth $29.7M. The position accounts for 2.95% of the portfolio, ranked #9.

Miller Investment Management first reported a position in XLV in Q4 2018 and has held it in 27 quarters since. The position peaked at $35.7M in Q3 2020. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Miller Investment Management held 202,911 shares of State Street Health Care Select Sector SPDR ETF worth $29.7M as of Q1 2026.
Miller Investment Management bought 4,589 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $708K.
State Street Health Care Select Sector SPDR ETF made up 2.95% of Miller Investment Management's portfolio in Q1 2026, its #9 holding.
Miller Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Miller Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $35.7M in Q3 2020.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.